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 | $50,935 | $44,221+15.2% | $121,196-58.0% | $56,287-9.5% |
| Participation rate | 65.8% | 61.1%+4.7pp | 71.7%-6.0pp | 69.9%-4.1pp |
| Annual return | 59.10% | -3.58%+62.7pp | 16.93%+42.2pp | -9.96%+69.1pp |
| Employer contribution / active EE | $3,295 | $1,480+122.6% | $4,022-18.1% | $2,111+56.1% |
| Participant deferral / active EE | $1,939 | $2,521-23.1% | $3,344-42.0% | $3,350-42.1% |
| Admin fee / account holder | $947 | $480+97.1% | $5,019-81.1% | $521+81.7% |