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 | $112,795 | $54,705+106.2% | $71,209+58.4% | $84,808+33.0% |
| Participation rate | 40.6% | 64.1%-23.4pp | 73.8%-33.1pp | 68.3%-27.7pp |
| Annual return | 14.27% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $891 | $2,158-58.7% | $2,721-67.2% | $2,631-66.1% |
| Participant deferral / active EE | $4,378 | $3,030+44.5% | $4,175+4.9% | $4,212+3.9% |
| Admin fee / account holder | $67,890 | $4,863+1295.9% | $5,349+1169.3% | $7,344+824.5% |