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 | $71,333 | $34,934+104.2% | $56,411+26.5% | $74,495-4.2% |
| Participation rate | 37.0% | 32.8%+4.2pp | 52.5%-15.5pp | 67.2%-30.2pp |
| Annual return | 10.75% | 25.94%-15.2pp | 1701.33%-1690.6pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $552 | $609-9.3% | $1,039-46.8% | $2,623-78.9% |
| Participant deferral / active EE | $1,540 | $1,170+31.6% | $1,952-21.1% | $4,346-64.6% |
| Admin fee / account holder | $3,983 | $2,364+68.5% | $2,829+40.8% | $1,942+105.1% |