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 4-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 | $52,771 | $29,548+78.6% | $56,411-6.5% | $77,643-32.0% |
| Participation rate | 16.7% | 32.7%-16.0pp | 52.5%-35.8pp | 70.6%-53.9pp |
| Annual return | 18.19% | 19.01%-0.8pp | 1701.33%-1683.1pp | 31.24%-13.1pp |
| Employer contribution / active EE | $759 | $568+33.6% | $1,039-27.0% | $2,726-72.2% |
| Participant deferral / active EE | $1,620 | $1,061+52.7% | $1,952-17.0% | $4,647-65.1% |
| Admin fee / account holder | $777 | $1,046-25.8% | $2,829-72.5% | $430+80.4% |