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 | $44,270 | $108,172-59.1% | $77,482-42.9% | $158,922-72.1% |
| Participation rate | 69.6% | 64.4%+5.1pp | 54.2%+15.4pp | 82.0%-12.4pp |
| Annual return | 85.81% | 31.67%+54.1pp | 54.79%+31.0pp | 302.83%-217.0pp |
| Employer contribution / active EE | $2,331 | $1,325+75.9% | $986+136.3% | $4,761-51.0% |
| Participant deferral / active EE | $4,810 | $2,456+95.8% | $1,861+158.4% | $5,982-19.6% |
| Admin fee / account holder | $455 | $3,708-87.7% | $2,858-84.1% | $11,246-96.0% |