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 7-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 | $40,985 | $30,588+34.0% | $53,898-24.0% | $85,563-52.1% |
| Participation rate | 11.6% | 26.3%-14.8pp | 55.0%-43.4pp | 66.0%-54.4pp |
| Annual return | 19.27% | 50.42%-31.1pp | 528.60%-509.3pp | 31.51%-12.2pp |
| Employer contribution / active EE | $352 | $436-19.3% | $932-62.2% | $2,654-86.7% |
| Participant deferral / active EE | $566 | $848-33.3% | $1,826-69.0% | $4,375-87.1% |
| Admin fee / account holder | $2,489 | $1,879+32.5% | $2,491-0.1% | $834+198.4% |