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 | $82,158 | $30,400+170.3% | $53,898+52.4% | $84,808-3.1% |
| Participation rate | 53.4% | 46.4%+7.0pp | 55.0%-1.5pp | 68.3%-14.9pp |
| Annual return | 16.25% | 500.19%-483.9pp | 528.60%-512.4pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,286 | $603+113.4% | $932+38.0% | $2,631-51.1% |
| Participant deferral / active EE | $2,828 | $1,199+135.9% | $1,826+54.8% | $4,212-32.9% |
| Admin fee / account holder | $8,424 | $1,993+322.6% | $2,491+238.2% | $7,344+14.7% |