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 | $69,071 | $31,310+120.6% | $53,898+28.2% | $74,304-7.0% |
| Participation rate | 36.6% | 30.7%+5.9pp | 55.0%-18.4pp | 60.3%-23.8pp |
| Annual return | 15.35% | 23.16%-7.8pp | 528.60%-513.3pp | 29.43%-14.1pp |
| Employer contribution / active EE | $563 | $450+25.2% | $932-39.6% | $2,241-74.9% |
| Participant deferral / active EE | $996 | $934+6.6% | $1,826-45.5% | $3,767-73.6% |
| Admin fee / account holder | $653 | $2,175-70.0% | $2,491-73.8% | $2,969-78.0% |