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 | $56,519 | $29,660+90.6% | $56,411+0.2% | $80,856-30.1% |
| Participation rate | 30.2% | 41.6%-11.4pp | 52.5%-22.2pp | 67.6%-37.4pp |
| Annual return | 13.44% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $189 | $669-71.7% | $1,039-81.8% | $2,755-93.1% |
| Participant deferral / active EE | $2,015 | $1,226+64.4% | $1,952+3.2% | $4,296-53.1% |
| Admin fee / account holder | $5,403 | $2,428+122.6% | $2,829+91.0% | $6,918-21.9% |