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 | $31,302 | $34,934-10.4% | $56,411-44.5% | $74,495-58.0% |
| Participation rate | 21.5% | 32.8%-11.3pp | 52.5%-31.0pp | 67.2%-45.7pp |
| Annual return | 13.45% | 25.94%-12.5pp | 1701.33%-1687.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $429 | $609-29.5% | $1,039-58.7% | $2,623-83.6% |
| Participant deferral / active EE | $1,250 | $1,170+6.8% | $1,952-35.9% | $4,346-71.2% |
| Admin fee / account holder | $2,392 | $2,364+1.2% | $2,829-15.5% | $1,942+23.2% |