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 | $41,518 | $30,400+36.6% | $53,898-23.0% | $84,808-51.0% |
| Participation rate | 52.3% | 46.4%+5.8pp | 55.0%-2.7pp | 68.3%-16.0pp |
| Annual return | 15.09% | 500.19%-485.1pp | 528.60%-513.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $340 | $603-43.7% | $932-63.6% | $2,631-87.1% |
| Participant deferral / active EE | $1,337 | $1,199+11.5% | $1,826-26.8% | $4,212-68.3% |
| Admin fee / account holder | $18,829 | $1,993+844.6% | $2,491+655.9% | $7,344+156.4% |