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 | $69,175 | $34,308+101.6% | $74,701-7.4% | $72,985-5.2% |
| Participation rate | 14.3% | 42.4%-28.1pp | 54.5%-40.2pp | 69.5%-55.2pp |
| Annual return | 20.36% | 26.58%-6.2pp | 752.92%-732.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $404 | $692-41.5% | $1,084-62.7% | $2,440-83.4% |
| Participant deferral / active EE | $1,022 | $1,271-19.6% | $1,964-48.0% | $3,607-71.7% |
| Admin fee / account holder | $1,476 | $2,124-30.5% | $3,333-55.7% | $5,124-71.2% |