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 | $53,873 | $30,588+76.1% | $53,8980% | $85,563-37.0% |
| Participation rate | 15.6% | 26.3%-10.7pp | 55.0%-39.3pp | 66.0%-50.3pp |
| Annual return | 14.62% | 50.42%-35.8pp | 528.60%-514.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $881 | $848+3.9% | $1,826-51.7% | $4,375-79.9% |
| Admin fee / account holder | $2,789 | $1,879+48.4% | $2,491+12.0% | $834+234.4% |