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 | $73,014 | $31,310+133.2% | $53,898+35.5% | $74,304-1.7% |
| Participation rate | 53.7% | 30.7%+23.0pp | 55.0%-1.3pp | 60.3%-6.6pp |
| Annual return | 17.21% | 23.16%-5.9pp | 528.60%-511.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,451 | $450+222.5% | $932+55.6% | $2,241-35.3% |
| Participant deferral / active EE | $2,825 | $934+202.4% | $1,826+54.7% | $3,767-25.0% |
| Admin fee / account holder | $8,945 | $2,175+311.2% | $2,491+259.1% | $2,969+201.3% |