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 | $118,717 | $31,310+279.2% | $53,898+120.3% | $74,304+59.8% |
| Participation rate | 21.8% | 30.7%-8.9pp | 55.0%-33.2pp | 60.3%-38.6pp |
| Annual return | 15.23% | 23.16%-7.9pp | 528.60%-513.4pp | 29.43%-14.2pp |
| Employer contribution / active EE | $301 | $450-33.1% | $932-67.7% | $2,241-86.6% |
| Participant deferral / active EE | $776 | $934-17.0% | $1,826-57.5% | $3,767-79.4% |
| Admin fee / account holder | $24,716 | $2,175+1036.2% | $2,491+892.3% | $2,969+732.5% |