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 | $44,888 | $41,078+9.3% | $80,569-44.3% | $71,457-37.2% |
| Participation rate | 25.7% | 50.2%-24.5pp | 67.0%-41.3pp | 67.9%-42.2pp |
| Annual return | 18.35% | 38.45%-20.1pp | 935.43%-917.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $684 | $1,506-54.5% | $2,723-74.9% | $2,588-73.6% |
| Participant deferral / active EE | $869 | $2,699-67.8% | $4,447-80.5% | $4,289-79.7% |
| Admin fee / account holder | $871 | $1,840-52.7% | $5,377-83.8% | $1,587-45.1% |