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 | $37,083 | $30,400+22.0% | $53,898-31.2% | $84,808-56.3% |
| Participation rate | 11.3% | 46.4%-35.2pp | 55.0%-43.7pp | 68.3%-57.0pp |
| Annual return | 18.60% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $125 | $603-79.3% | $932-86.6% | $2,631-95.3% |
| Participant deferral / active EE | $484 | $1,199-59.6% | $1,826-73.5% | $4,212-88.5% |
| Admin fee / account holder | $499 | $1,993-75.0% | $2,491-80.0% | $7,344-93.2% |