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 | $85,467 | $44,960+90.1% | $84,966+0.6% | $74,495+14.7% |
| Participation rate | 37.3% | 49.4%-12.1pp | 67.5%-30.2pp | 67.2%-29.9pp |
| Annual return | 13.33% | 26.24%-12.9pp | 66.38%-53.1pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,253 | $1,457-14.0% | $2,727-54.1% | $2,623-52.2% |
| Participant deferral / active EE | $2,528 | $2,731-7.4% | $4,519-44.1% | $4,346-41.8% |
| Admin fee / account holder | $6,667 | $2,209+201.8% | $6,149+8.4% | $1,942+243.3% |