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 3-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 | $75,343 | $70,606+6.7% | $53,898+39.8% | $142,382-47.1% |
| Participation rate | 36.4% | 63.7%-27.3pp | 55.0%-18.6pp | 80.1%-43.8pp |
| Annual return | 11.24% | 619.81%-608.6pp | 528.60%-517.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $197 | $1,202-83.6% | $932-78.9% | $4,299-95.4% |
| Participant deferral / active EE | $452 | $2,364-80.9% | $1,826-75.3% | $6,507-93.1% |
| Admin fee / account holder | $8,021 | $2,852+181.3% | $2,491+222.0% | $12,624-36.5% |