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 | $93,121 | $30,400+206.3% | $53,898+72.8% | $84,808+9.8% |
| Participation rate | 8.3% | 46.4%-38.1pp | 55.0%-46.6pp | 68.3%-60.0pp |
| Annual return | 17.00% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $396 | $603-34.3% | $932-57.5% | $2,631-84.9% |
| Participant deferral / active EE | $925 | $1,199-22.8% | $1,826-49.3% | $4,212-78.0% |
| Admin fee / account holder | $1,285 | $1,993-35.5% | $2,491-48.4% | $7,344-82.5% |