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 | $41,308 | $27,839+48.4% | $58,482-29.4% | $71,457-42.2% |
| Participation rate | 25.6% | 34.5%-8.9pp | 50.9%-25.2pp | 67.9%-42.3pp |
| Annual return | 21.37% | 26.81%-5.4pp | 4239.32%-4217.9pp | 28.85%-7.5pp |
| Employer contribution / active EE | $207 | $631-67.1% | $1,053-80.3% | $2,588-92.0% |
| Participant deferral / active EE | $1,192 | $1,206-1.2% | $1,924-38.0% | $4,289-72.2% |
| Admin fee / account holder | $3,693 | $1,641+125.1% | $2,516+46.8% | $1,587+132.7% |