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 6-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 | $33,762 | $29,660+13.8% | $56,411-40.2% | $80,856-58.2% |
| Participation rate | 17.9% | 41.6%-23.8pp | 52.5%-34.6pp | 67.6%-49.8pp |
| Annual return | 14.26% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $701 | $669+4.7% | $1,039-32.6% | $2,755-74.6% |
| Participant deferral / active EE | $1,042 | $1,226-15.0% | $1,952-46.6% | $4,296-75.8% |
| Admin fee / account holder | $557 | $2,428-77.0% | $2,829-80.3% | $6,918-91.9% |