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 | $65,949 | $34,308+92.2% | $74,701-11.7% | $72,985-9.6% |
| Participation rate | 53.3% | 42.4%+10.9pp | 54.5%-1.1pp | 69.5%-16.2pp |
| Annual return | 33.00% | 26.58%+6.4pp | 752.92%-719.9pp | 81.00%-48.0pp |
| Employer contribution / active EE | $992 | $692+43.5% | $1,084-8.4% | $2,440-59.3% |
| Participant deferral / active EE | $1,913 | $1,271+50.5% | $1,964-2.6% | $3,607-47.0% |
| Admin fee / account holder | $2,165 | $2,124+1.9% | $3,333-35.0% | $5,124-57.7% |