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 9-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 | $85,734 | $29,660+189.1% | $56,411+52.0% | $80,856+6.0% |
| Participation rate | 13.5% | 41.6%-28.1pp | 52.5%-39.0pp | 67.6%-54.1pp |
| Annual return | 11.41% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $257 | $669-61.6% | $1,039-75.3% | $2,755-90.7% |
| Participant deferral / active EE | $1,365 | $1,226+11.4% | $1,952-30.1% | $4,296-68.2% |
| Admin fee / account holder | $1,388 | $2,428-42.8% | $2,829-50.9% | $6,918-79.9% |