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 | $100,234 | $29,660+237.9% | $56,411+77.7% | $80,856+24.0% |
| Participation rate | 21.6% | 41.6%-20.0pp | 52.5%-30.8pp | 67.6%-46.0pp |
| Annual return | 13.24% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $660 | $669-1.4% | $1,039-36.4% | $2,755-76.0% |
| Participant deferral / active EE | $1,229 | $1,226+0.3% | $1,952-37.0% | $4,296-71.4% |
| Admin fee / account holder | $630 | $2,428-74.1% | $2,829-77.7% | $6,918-90.9% |