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 | $42,157 | $29,660+42.1% | $56,411-25.3% | $80,856-47.9% |
| Participation rate | 30.3% | 41.6%-11.3pp | 52.5%-22.2pp | 67.6%-37.3pp |
| Annual return | 12.09% | 35.23%-23.1pp | 1701.33%-1689.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $338 | $669-49.6% | $1,039-67.5% | $2,755-87.7% |
| Participant deferral / active EE | $649 | $1,226-47.1% | $1,952-66.8% | $4,296-84.9% |
| Admin fee / account holder | $980 | $2,428-59.6% | $2,829-65.3% | $6,918-85.8% |