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 9-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 | $50,728 | $30,400+66.9% | $53,898-5.9% | $84,808-40.2% |
| Participation rate | 61.1% | 46.4%+14.7pp | 55.0%+6.2pp | 68.3%-7.2pp |
| Annual return | 16.26% | 500.19%-483.9pp | 528.60%-512.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,232 | $603+270.3% | $932+139.5% | $2,631-15.2% |
| Participant deferral / active EE | $4,714 | $1,199+293.3% | $1,826+158.1% | $4,212+11.9% |
| Admin fee / account holder | $1,614 | $1,993-19.0% | $2,491-35.2% | $7,344-78.0% |