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 | $79,666 | $34,934+128.1% | $56,411+41.2% | $74,495+6.9% |
| Participation rate | 26.6% | 32.8%-6.2pp | 52.5%-25.9pp | 67.2%-40.6pp |
| Annual return | 13.14% | 25.94%-12.8pp | 1701.33%-1688.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $506 | $609-16.9% | $1,039-51.2% | $2,623-80.7% |
| Participant deferral / active EE | $1,922 | $1,170+64.3% | $1,952-1.5% | $4,346-55.8% |
| Admin fee / account holder | $5,334 | $2,364+125.6% | $2,829+88.5% | $1,942+174.7% |