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 | $82,582 | $29,660+178.4% | $56,411+46.4% | $80,856+2.1% |
| Participation rate | 52.7% | 41.6%+11.1pp | 52.5%+0.3pp | 67.6%-14.9pp |
| Annual return | 12.99% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,873 | $669+179.9% | $1,039+80.3% | $2,755-32.0% |
| Participant deferral / active EE | $4,313 | $1,226+251.8% | $1,952+121.0% | $4,296+0.4% |
| Admin fee / account holder | $4,546 | $2,428+87.3% | $2,829+60.7% | $6,918-34.3% |