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 | $36,813 | $27,839+32.2% | $58,482-37.1% | $71,457-48.5% |
| Participation rate | 32.4% | 34.5%-2.1pp | 50.9%-18.4pp | 67.9%-35.5pp |
| Annual return | 19.01% | 26.81%-7.8pp | 4239.32%-4220.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $732 | $631+16.0% | $1,053-30.5% | $2,588-71.7% |
| Participant deferral / active EE | $1,391 | $1,206+15.3% | $1,924-27.7% | $4,289-67.6% |
| Admin fee / account holder | $1,616 | $1,641-1.5% | $2,516-35.8% | $1,587+1.8% |