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 | $68,189 | $30,400+124.3% | $53,898+26.5% | $84,808-19.6% |
| Participation rate | 64.1% | 46.4%+17.7pp | 55.0%+9.1pp | 68.3%-4.2pp |
| Annual return | 16.34% | 500.19%-483.8pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,288 | $603+113.7% | $932+38.2% | $2,631-51.0% |
| Participant deferral / active EE | $2,879 | $1,199+140.2% | $1,826+57.6% | $4,212-31.6% |
| Admin fee / account holder | $849 | $1,993-57.4% | $2,491-65.9% | $7,344-88.4% |