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 4-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 | $28,405 | $26,114+8.8% | $58,482-51.4% | $74,419-61.8% |
| Participation rate | 13.5% | 32.1%-18.7pp | 50.9%-37.4pp | 70.7%-57.3pp |
| Annual return | 24.26% | 32.51%-8.3pp | 4239.32%-4215.1pp | 34.38%-10.1pp |
| Employer contribution / active EE | $803 | $536+49.9% | $1,053-23.8% | $2,637-69.6% |
| Participant deferral / active EE | $1,600 | $1,075+48.9% | $1,924-16.8% | $4,528-64.7% |
| Admin fee / account holder | $448 | $649-31.0% | $2,516-82.2% | $348+28.9% |