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 3-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 | $41,666 | $30,400+37.1% | $53,898-22.7% | $84,808-50.9% |
| Participation rate | 22.5% | 46.4%-23.9pp | 55.0%-32.5pp | 68.3%-45.8pp |
| Annual return | 14.47% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,008 | $603+67.3% | $932+8.2% | $2,631-61.7% |
| Participant deferral / active EE | $2,234 | $1,199+86.4% | $1,826+22.3% | $4,212-47.0% |
| Admin fee / account holder | $16,646 | $1,993+735.1% | $2,491+568.3% | $7,344+126.7% |