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 | $111,687 | $56,317+98.3% | $71,209+56.8% | $74,304+50.3% |
| Participation rate | 9.6% | 55.1%-45.6pp | 73.8%-64.2pp | 60.3%-50.8pp |
| Annual return | 14.45% | 42.83%-28.4pp | 282.51%-268.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $427 | $2,160-80.2% | $2,721-84.3% | $2,241-80.9% |
| Participant deferral / active EE | $686 | $2,788-75.4% | $4,175-83.6% | $3,767-81.8% |
| Admin fee / account holder | $399 | $2,290-82.6% | $5,349-92.5% | $2,969-86.6% |