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 | $39,257 | $29,548+32.9% | $56,411-30.4% | $77,643-49.4% |
| Participation rate | 12.5% | 32.7%-20.2pp | 52.5%-40.0pp | 70.6%-58.1pp |
| Annual return | 21.58% | 19.01%+2.6pp | 1701.33%-1679.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $654 | $568+15.2% | $1,039-37.0% | $2,726-76.0% |
| Participant deferral / active EE | $1,265 | $1,061+19.2% | $1,952-35.2% | $4,647-72.8% |
| Admin fee / account holder | $575 | $1,046-45.0% | $2,829-79.7% | $430+33.7% |