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 3-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 | $36,577 | $34,934+4.7% | $56,411-35.2% | $74,495-50.9% |
| Participation rate | 21.9% | 32.8%-10.9pp | 52.5%-30.5pp | 67.2%-45.3pp |
| Annual return | 13.35% | 25.94%-12.6pp | 1701.33%-1688.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $430 | $609-29.3% | $1,039-58.6% | $2,623-83.6% |
| Participant deferral / active EE | $816 | $1,170-30.3% | $1,952-58.2% | $4,346-81.2% |
| Admin fee / account holder | $1,569 | $2,364-33.6% | $2,829-44.5% | $1,942-19.2% |