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 | $129,897 | $42,886+202.9% | $88,946+46.0% | $85,563+51.8% |
| Participation rate | 7.8% | 37.9%-30.2pp | 68.8%-61.1pp | 66.0%-58.2pp |
| Annual return | 15.65% | 44.56%-28.9pp | 57.82%-42.2pp | 31.51%-15.9pp |
| Employer contribution / active EE | $318 | $1,147-72.3% | $2,555-87.6% | $2,654-88.0% |
| Participant deferral / active EE | $907 | $2,108-57.0% | $4,581-80.2% | $4,375-79.3% |
| Admin fee / account holder | $1,966 | $2,263-13.1% | $8,261-76.2% | $834+135.7% |