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 | $148,534 | $93,346+59.1% | $71,796+106.9% | $273,961-45.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 2.42% | 130.39%-128.0pp | 78.04%-75.6pp | 41.45%-39.0pp |
| Employer contribution / active EE | $385 | $2,733-85.9% | $1,924-80.0% | $4,869-92.1% |
| Participant deferral / active EE | $2,729 | $3,475-21.5% | $2,794-2.4% | $5,287-48.4% |
| Admin fee / account holder | $30,440 | $6,571+363.3% | $4,815+532.2% | $10,132+200.4% |