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 | $66,901 | $30,588+118.7% | $53,898+24.1% | $85,563-21.8% |
| Participation rate | 10.9% | 26.3%-15.5pp | 55.0%-44.1pp | 66.0%-55.1pp |
| Annual return | 19.26% | 50.42%-31.2pp | 528.60%-509.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $329 | $436-24.5% | $932-64.7% | $2,654-87.6% |
| Participant deferral / active EE | $667 | $848-21.4% | $1,826-63.5% | $4,375-84.8% |
| Admin fee / account holder | $870 | $1,879-53.7% | $2,491-65.1% | $834+4.3% |