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 | $78,196 | $49,922+56.6% | $80,569-2.9% | $75,163+4.0% |
| Participation rate | 31.1% | 55.3%-24.2pp | 67.0%-35.9pp | 67.2%-36.1pp |
| Annual return | 17.01% | 34.69%-17.7pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $804 | $1,698-52.7% | $2,723-70.5% | $2,670-69.9% |
| Participant deferral / active EE | $1,568 | $2,990-47.6% | $4,447-64.8% | $4,125-62.0% |
| Admin fee / account holder | $935 | $3,577-73.9% | $5,377-82.6% | $5,651-83.5% |