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 | $79,396 | $29,660+167.7% | $56,411+40.7% | $80,856-1.8% |
| Participation rate | 41.5% | 41.6%-0.1pp | 52.5%-11.0pp | 67.6%-26.1pp |
| Annual return | 12.58% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $285 | $669-57.4% | $1,039-72.5% | $2,755-89.6% |
| Participant deferral / active EE | $1,051 | $1,226-14.3% | $1,952-46.2% | $4,296-75.5% |
| Admin fee / account holder | $1,563 | $2,428-35.6% | $2,829-44.8% | $6,918-77.4% |