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 | $36,712 | $30,400+20.8% | $53,898-31.9% | $84,808-56.7% |
| Participation rate | 55.7% | 46.4%+9.3pp | 55.0%+0.8pp | 68.3%-12.6pp |
| Annual return | 15.42% | 500.19%-484.8pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $775 | $603+28.5% | $932-16.9% | $2,631-70.6% |
| Participant deferral / active EE | $1,619 | $1,199+35.0% | $1,826-11.4% | $4,212-61.6% |
| Admin fee / account holder | $713 | $1,993-64.2% | $2,491-71.4% | $7,344-90.3% |