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 | $93,669 | $34,308+173.0% | $74,701+25.4% | $72,985+28.3% |
| Participation rate | 39.4% | 42.4%-3.0pp | 54.5%-15.1pp | 69.5%-30.1pp |
| Annual return | 26.46% | 26.58%-0.1pp | 752.92%-726.5pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,113 | $692+60.9% | $1,084+2.7% | $2,440-54.4% |
| Participant deferral / active EE | $2,706 | $1,271+112.9% | $1,964+37.8% | $3,607-25.0% |
| Admin fee / account holder | $9,191 | $2,124+332.7% | $3,333+175.8% | $5,124+79.4% |