See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,625 | $71,370+21.4% | $237,244-63.5% | $71,370+21.4% |
| Participation rate | 29.0% | 55.1%-26.1pp | 80.3%-51.2pp | 55.1%-26.1pp |
| Annual return | 17.05% | 15.87%+1.2pp | 4131.29%-4114.2pp | 15.87%+1.2pp |
| Employer contribution / active EE | $472 | $1,874-74.8% | $4,351-89.1% | $1,874-74.8% |
| Participant deferral / active EE | $1,361 | $2,656-48.8% | $4,056-66.5% | $2,656-48.8% |
| Admin fee / account holder | $7,223 | $6,050+19.4% | $18,030-59.9% | $6,050+19.4% |