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 | $68,285 | $46,553+46.7% | $64,056+6.6% | $75,163-9.2% |
| Participation rate | 48.6% | 65.9%-17.4pp | 72.3%-23.7pp | 67.2%-18.6pp |
| Annual return | 11710.40% | 26.03%+11684.4pp | 33.69%+11676.7pp | 160.62%+11549.8pp |
| Employer contribution / active EE | $530 | $1,974-73.2% | $2,747-80.7% | $2,670-80.2% |
| Participant deferral / active EE | $1,288 | $2,837-54.6% | $3,880-66.8% | $4,125-68.8% |
| Admin fee / account holder | $5,632 | $2,952+90.8% | $3,068+83.6% | $5,651-0.3% |