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 | $50,038 | $34,934+43.2% | $56,411-11.3% | $74,495-32.8% |
| Participation rate | 26.2% | 32.8%-6.6pp | 52.5%-26.2pp | 67.2%-41.0pp |
| Annual return | 13.32% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $647 | $609+6.3% | $1,039-37.7% | $2,623-75.3% |
| Participant deferral / active EE | $1,715 | $1,170+46.5% | $1,952-12.2% | $4,346-60.5% |
| Admin fee / account holder | $9,840 | $2,364+316.3% | $2,829+247.9% | $1,942+406.8% |