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 | $37,601 | $30,400+23.7% | $53,898-30.2% | $84,808-55.7% |
| Participation rate | 24.3% | 46.4%-22.1pp | 55.0%-30.6pp | 68.3%-44.0pp |
| Annual return | 21.29% | 500.19%-478.9pp | 528.60%-507.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $192 | $603-68.1% | $932-79.4% | $2,631-92.7% |
| Participant deferral / active EE | $1,366 | $1,199+14.0% | $1,826-25.2% | $4,212-67.6% |
| Admin fee / account holder | $1,073 | $1,993-46.2% | $2,491-56.9% | $7,344-85.4% |