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 | $44,445 | $27,915+59.2% | $58,482-24.0% | $75,163-40.9% |
| Participation rate | 34.2% | 38.8%-4.6pp | 50.9%-16.6pp | 67.2%-33.0pp |
| Annual return | 17.31% | 44.20%-26.9pp | 4239.32%-4222.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $209 | $669-68.8% | $1,053-80.2% | $2,670-92.2% |
| Participant deferral / active EE | $2,257 | $1,201+87.9% | $1,924+17.3% | $4,125-45.3% |
| Admin fee / account holder | $716 | $1,726-58.5% | $2,516-71.5% | $5,651-87.3% |