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 | $52,203 | $30,400+71.7% | $53,898-3.1% | $84,808-38.4% |
| Participation rate | 45.2% | 46.4%-1.3pp | 55.0%-9.8pp | 68.3%-23.1pp |
| Annual return | 15.23% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $708 | $603+17.4% | $932-24.1% | $2,631-73.1% |
| Participant deferral / active EE | $1,656 | $1,199+38.2% | $1,826-9.3% | $4,212-60.7% |
| Admin fee / account holder | $15,929 | $1,993+699.1% | $2,491+539.5% | $7,344+116.9% |