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 3-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 | $26,370 | $29,660-11.1% | $56,411-53.3% | $80,856-67.4% |
| Participation rate | 64.0% | 41.6%+22.4pp | 52.5%+11.5pp | 67.6%-3.6pp |
| Annual return | 12.22% | 35.23%-23.0pp | 1701.33%-1689.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $775 | $669+15.8% | $1,039-25.4% | $2,755-71.9% |
| Participant deferral / active EE | $4,896 | $1,226+299.3% | $1,952+150.8% | $4,296+14.0% |
| Admin fee / account holder | $383 | $2,428-84.2% | $2,829-86.5% | $6,918-94.5% |