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 9-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 | $28,357 | $30,400-6.7% | $53,898-47.4% | $84,808-66.6% |
| Participation rate | 64.3% | 46.4%+17.8pp | 55.0%+9.3pp | 68.3%-4.0pp |
| Annual return | 18.69% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $898 | $603+49.0% | $932-3.6% | $2,631-65.9% |
| Participant deferral / active EE | $1,421 | $1,199+18.6% | $1,826-22.2% | $4,212-66.3% |
| Admin fee / account holder | $1,819 | $1,993-8.8% | $2,491-27.0% | $7,344-75.2% |