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 | $59,972 | $27,915+114.8% | $58,482+2.5% | $75,163-20.2% |
| Participation rate | 61.0% | 38.8%+22.1pp | 50.9%+10.1pp | 67.2%-6.2pp |
| Annual return | 16.16% | 44.20%-28.0pp | 4239.32%-4223.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $818 | $669+22.3% | $1,053-22.3% | $2,670-69.4% |
| Participant deferral / active EE | $2,048 | $1,201+70.5% | $1,924+6.5% | $4,125-50.3% |
| Admin fee / account holder | $2,196 | $1,726+27.2% | $2,516-12.7% | $5,651-61.1% |