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 | $37,733 | $29,660+27.2% | $56,411-33.1% | $80,856-53.3% |
| Participation rate | 58.1% | 41.6%+16.4pp | 52.5%+5.6pp | 67.6%-9.6pp |
| Annual return | 12.77% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,361 | $669+103.4% | $1,039+31.1% | $2,755-50.6% |
| Participant deferral / active EE | $3,269 | $1,226+166.6% | $1,952+67.5% | $4,296-23.9% |
| Admin fee / account holder | $1,410 | $2,428-41.9% | $2,829-50.2% | $6,918-79.6% |