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 | $43,682 | $27,915+56.5% | $58,482-25.3% | $75,163-41.9% |
| Participation rate | 35.7% | 38.8%-3.1pp | 50.9%-15.1pp | 67.2%-31.5pp |
| Annual return | 17.82% | 44.20%-26.4pp | 4239.32%-4221.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,582 | $669+136.4% | $1,053+50.2% | $2,670-40.8% |
| Participant deferral / active EE | $2,795 | $1,201+132.6% | $1,924+45.3% | $4,125-32.3% |
| Admin fee / account holder | $899 | $1,726-47.9% | $2,516-64.3% | $5,651-84.1% |