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 | $50,068 | $70,606-29.1% | $53,898-7.1% | $142,382-64.8% |
| Participation rate | 54.2% | 63.7%-9.5pp | 55.0%-0.8pp | 80.1%-26.0pp |
| Annual return | 15.22% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,637 | $1,202+36.2% | $932+75.7% | $4,299-61.9% |
| Participant deferral / active EE | $1,637 | $2,364-30.7% | $1,826-10.3% | $6,507-74.8% |
| Admin fee / account holder | $979 | $2,852-65.7% | $2,491-60.7% | $12,624-92.2% |