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 7-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 | $30,844 | $30,400+1.5% | $53,898-42.8% | $84,808-63.6% |
| Participation rate | 51.9% | 46.4%+5.4pp | 55.0%-3.1pp | 68.3%-16.5pp |
| Annual return | 19.15% | 500.19%-481.0pp | 528.60%-509.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,056 | $603+75.2% | $932+13.3% | $2,631-59.9% |
| Participant deferral / active EE | $1,285 | $1,199+7.2% | $1,826-29.6% | $4,212-69.5% |
| Admin fee / account holder | $1,518 | $1,993-23.8% | $2,491-39.1% | $7,344-79.3% |