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 | $22,552 | $34,308-34.3% | $74,701-69.8% | $72,985-69.1% |
| Participation rate | 68.0% | 42.4%+25.6pp | 54.5%+13.5pp | 69.5%-1.5pp |
| Annual return | 25.76% | 26.58%-0.8pp | 752.92%-727.2pp | 81.00%-55.2pp |
| Employer contribution / active EE | $902 | $692+30.4% | $1,084-16.7% | $2,440-63.0% |
| Participant deferral / active EE | $2,379 | $1,271+87.1% | $1,964+21.2% | $3,607-34.0% |
| Admin fee / account holder | $978 | $2,124-54.0% | $3,333-70.7% | $5,124-80.9% |