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 | $57,387 | $31,310+83.3% | $53,898+6.5% | $74,304-22.8% |
| Participation rate | 27.6% | 30.7%-3.1pp | 55.0%-27.4pp | 60.3%-32.8pp |
| Annual return | 16.14% | 23.16%-7.0pp | 528.60%-512.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $212 | $450-52.9% | $932-77.3% | $2,241-90.5% |
| Participant deferral / active EE | $1,280 | $934+37.0% | $1,826-29.9% | $3,767-66.0% |
| Admin fee / account holder | $7,969 | $2,175+266.3% | $2,491+219.9% | $2,969+168.4% |