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 | $81,320 | $31,310+159.7% | $53,898+50.9% | $74,304+9.4% |
| Participation rate | 24.6% | 30.7%-6.1pp | 55.0%-30.4pp | 60.3%-35.8pp |
| Annual return | 20.40% | 23.16%-2.8pp | 528.60%-508.2pp | 29.43%-9.0pp |
| Employer contribution / active EE | $443 | $450-1.6% | $932-52.5% | $2,241-80.2% |
| Participant deferral / active EE | $1,290 | $934+38.1% | $1,826-29.4% | $3,767-65.8% |
| Admin fee / account holder | $2,536 | $2,175+16.6% | $2,491+1.8% | $2,969-14.6% |