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 | $21,750 | $29,660-26.7% | $56,411-61.4% | $80,856-73.1% |
| Participation rate | 58.0% | 41.6%+16.4pp | 52.5%+5.5pp | 67.6%-9.6pp |
| Annual return | 12.96% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $852 | $669+27.3% | $1,039-18.0% | $2,755-69.1% |
| Participant deferral / active EE | $2,039 | $1,226+66.3% | $1,952+4.5% | $4,296-52.5% |
| Admin fee / account holder | $1,327 | $2,428-45.3% | $2,829-53.1% | $6,918-80.8% |