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 | $61,204 | $27,915+119.2% | $58,482+4.7% | $75,163-18.6% |
| Participation rate | 42.2% | 38.8%+3.3pp | 50.9%-8.7pp | 67.2%-25.0pp |
| Annual return | 15.85% | 44.20%-28.3pp | 4239.32%-4223.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $619 | $669-7.4% | $1,053-41.2% | $2,670-76.8% |
| Participant deferral / active EE | $1,383 | $1,201+15.1% | $1,924-28.1% | $4,125-66.5% |
| Admin fee / account holder | $3,602 | $1,726+108.7% | $2,516+43.2% | $5,651-36.3% |