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 8-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 | $39,329 | $39,019+0.8% | $80,716-51.3% | $85,850-54.2% |
| Participation rate | 20.9% | 41.5%-20.6pp | 54.2%-33.2pp | 69.3%-48.4pp |
| Annual return | 12.49% | 26.27%-13.8pp | 87.28%-74.8pp | 318.53%-306.0pp |
| Employer contribution / active EE | $996 | $722+37.9% | $1,160-14.1% | $2,565-61.2% |
| Participant deferral / active EE | $1,886 | $1,326+42.3% | $2,146-12.1% | $3,952-52.3% |
| Admin fee / account holder | $17,090 | $2,431+603.1% | $3,380+405.6% | $6,260+173.0% |