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 | $44,209 | $29,660+49.1% | $56,411-21.6% | $80,856-45.3% |
| Participation rate | 57.8% | 41.6%+16.1pp | 52.5%+5.3pp | 67.6%-9.9pp |
| Annual return | 15.05% | 35.23%-20.2pp | 1701.33%-1686.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $374 | $669-44.1% | $1,039-64.0% | $2,755-86.4% |
| Participant deferral / active EE | $1,524 | $1,226+24.3% | $1,952-21.9% | $4,296-64.5% |
| Admin fee / account holder | $2,953 | $2,428+21.7% | $2,829+4.4% | $6,918-57.3% |