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 | $65,136 | $30,400+114.3% | $53,898+20.9% | $84,808-23.2% |
| Participation rate | 68.5% | 46.4%+22.1pp | 55.0%+13.6pp | 68.3%+0.2pp |
| Annual return | 18.32% | 500.19%-481.9pp | 528.60%-510.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $846 | $603+40.3% | $932-9.3% | $2,631-67.9% |
| Participant deferral / active EE | $2,167 | $1,199+80.8% | $1,826+18.7% | $4,212-48.5% |
| Admin fee / account holder | $2,104 | $1,993+5.6% | $2,491-15.5% | $7,344-71.3% |