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 | $56,119 | $31,310+79.2% | $53,898+4.1% | $74,304-24.5% |
| Participation rate | 43.3% | 30.7%+12.6pp | 55.0%-11.7pp | 60.3%-17.1pp |
| Annual return | 14.36% | 23.16%-8.8pp | 528.60%-514.2pp | 29.43%-15.1pp |
| Employer contribution / active EE | $976 | $450+117.0% | $932+4.7% | $2,241-56.4% |
| Participant deferral / active EE | $1,636 | $934+75.1% | $1,826-10.4% | $3,767-56.6% |
| Admin fee / account holder | $3,993 | $2,175+83.6% | $2,491+60.3% | $2,969+34.5% |