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 | $44,434 | $30,400+46.2% | $53,898-17.6% | $84,808-47.6% |
| Participation rate | 66.3% | 46.4%+19.8pp | 55.0%+11.3pp | 68.3%-2.0pp |
| Annual return | 16.20% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $986 | $603+63.6% | $932+5.8% | $2,631-62.5% |
| Participant deferral / active EE | $2,282 | $1,199+90.4% | $1,826+24.9% | $4,212-45.8% |
| Admin fee / account holder | $1,686 | $1,993-15.4% | $2,491-32.3% | $7,344-77.0% |