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 | $55,996 | $34,934+60.3% | $56,411-0.7% | $74,495-24.8% |
| Participation rate | 14.3% | 32.8%-18.5pp | 52.5%-38.2pp | 67.2%-52.9pp |
| Annual return | 12.59% | 25.94%-13.3pp | 1701.33%-1688.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $557 | $609-8.6% | $1,039-46.4% | $2,623-78.8% |
| Participant deferral / active EE | $1,382 | $1,170+18.1% | $1,952-29.2% | $4,346-68.2% |
| Admin fee / account holder | $2,529 | $2,364+7.0% | $2,829-10.6% | $1,942+30.2% |