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 | $97,761 | $30,400+221.6% | $53,898+81.4% | $84,808+15.3% |
| Participation rate | 22.6% | 46.4%-23.9pp | 55.0%-32.4pp | 68.3%-45.7pp |
| Annual return | 14.63% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $462 | $603-23.4% | $932-50.5% | $2,631-82.5% |
| Participant deferral / active EE | $1,401 | $1,199+16.9% | $1,826-23.3% | $4,212-66.7% |
| Admin fee / account holder | $4,205 | $1,993+111.0% | $2,491+68.8% | $7,344-42.7% |