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 | $45,347 | $31,310+44.8% | $53,898-15.9% | $74,304-39.0% |
| Participation rate | 22.6% | 30.7%-8.0pp | 55.0%-32.3pp | 60.3%-37.7pp |
| Annual return | 18.91% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $401 | $450-10.8% | $932-57.0% | $2,241-82.1% |
| Participant deferral / active EE | $1,243 | $934+33.1% | $1,826-31.9% | $3,767-67.0% |
| Admin fee / account holder | $1,750 | $2,175-19.6% | $2,491-29.7% | $2,969-41.1% |