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 | $76,763 | $30,400+152.5% | $53,898+42.4% | $84,808-9.5% |
| Participation rate | 35.1% | 46.4%-11.3pp | 55.0%-19.8pp | 68.3%-33.2pp |
| Annual return | 15.32% | 500.19%-484.9pp | 528.60%-513.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $685 | $603+13.6% | $932-26.5% | $2,631-74.0% |
| Participant deferral / active EE | $2,555 | $1,199+113.2% | $1,826+39.9% | $4,212-39.3% |
| Admin fee / account holder | $531 | $1,993-73.3% | $2,491-78.7% | $7,344-92.8% |