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 | $21,479 | $29,660-27.6% | $56,411-61.9% | $80,856-73.4% |
| Participation rate | 56.7% | 41.6%+15.0pp | 52.5%+4.2pp | 67.6%-11.0pp |
| Annual return | 14.16% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $838 | $669+25.2% | $1,039-19.3% | $2,755-69.6% |
| Participant deferral / active EE | $1,806 | $1,226+47.3% | $1,952-7.5% | $4,296-58.0% |
| Admin fee / account holder | $1,281 | $2,428-47.2% | $2,829-54.7% | $6,918-81.5% |