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 | $73,415 | $30,400+141.5% | $53,898+36.2% | $84,808-13.4% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 17.34% | 500.19%-482.8pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,478 | $603+145.2% | $932+58.5% | $2,631-43.8% |
| Participant deferral / active EE | $2,209 | $1,199+84.3% | $1,826+20.9% | $4,212-47.6% |
| Admin fee / account holder | $20,964 | $1,993+951.7% | $2,491+741.6% | $7,344+185.5% |