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 | $134,357 | $29,660+353.0% | $56,411+138.2% | $80,856+66.2% |
| Participation rate | 26.8% | 41.6%-14.8pp | 52.5%-25.6pp | 67.6%-40.8pp |
| Annual return | 16.57% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,032 | $669+54.2% | $1,039-0.7% | $2,755-62.5% |
| Participant deferral / active EE | $2,584 | $1,226+110.8% | $1,952+32.4% | $4,296-39.8% |
| Admin fee / account holder | $8,530 | $2,428+251.4% | $2,829+201.5% | $6,918+23.3% |