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 | $89,067 | $45,566+95.5% | $64,105+38.9% | $59,632+49.4% |
| Participation rate | 44.4% | 60.2%-15.7pp | 68.2%-23.7pp | 68.7%-24.2pp |
| Annual return | 1.75% | 4.95%-3.2pp | 791.24%-789.5pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $611 | $934-34.6% | $1,820-66.5% | $2,203-72.3% |
| Participant deferral / active EE | $2,429 | $2,057+18.1% | $2,822-13.9% | $3,192-23.9% |
| Admin fee / account holder | $836 | $3,268-74.4% | $4,499-81.4% | $4,297-80.6% |