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 | $74,570 | $27,915+167.1% | $58,482+27.5% | $75,163-0.8% |
| Participation rate | 15.9% | 38.8%-22.9pp | 50.9%-34.9pp | 67.2%-51.3pp |
| Annual return | 17.83% | 44.20%-26.4pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $161 | $669-75.9% | $1,053-84.7% | $2,670-94.0% |
| Participant deferral / active EE | $878 | $1,201-26.9% | $1,924-54.4% | $4,125-78.7% |
| Admin fee / account holder | $1,675 | $1,726-2.9% | $2,516-33.4% | $5,651-70.4% |