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 | $48,188 | $27,915+72.6% | $58,482-17.6% | $75,163-35.9% |
| Participation rate | 42.2% | 38.8%+3.3pp | 50.9%-8.7pp | 67.2%-25.0pp |
| Annual return | 16.71% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $84 | $669-87.5% | $1,053-92.1% | $2,670-96.9% |
| Participant deferral / active EE | $1,674 | $1,201+39.3% | $1,924-13.0% | $4,125-59.4% |
| Admin fee / account holder | $5,584 | $1,726+223.6% | $2,516+121.9% | $5,651-1.2% |