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 | $50,388 | $32,117+56.9% | $71,086-29.1% | $64,186-21.5% |
| Participation rate | 66.0% | 42.7%+23.3pp | 54.7%+11.3pp | 69.6%-3.6pp |
| Annual return | 9.72% | -5.57%+15.3pp | 650.59%-640.9pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,221 | $712+71.5% | $1,088+12.3% | $2,381-48.7% |
| Participant deferral / active EE | $2,355 | $1,263+86.5% | $1,874+25.7% | $3,470-32.1% |
| Admin fee / account holder | $1,822 | $2,759-34.0% | $3,082-40.9% | $4,888-62.7% |