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 9-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 | $32,441 | $27,915+16.2% | $58,482-44.5% | $75,163-56.8% |
| Participation rate | 34.3% | 38.8%-4.5pp | 50.9%-16.6pp | 67.2%-32.9pp |
| Annual return | 19.52% | 44.20%-24.7pp | 4239.32%-4219.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $711 | $669+6.2% | $1,053-32.5% | $2,670-73.4% |
| Participant deferral / active EE | $2,558 | $1,201+112.9% | $1,924+32.9% | $4,125-38.0% |
| Admin fee / account holder | $3,420 | $1,726+98.2% | $2,516+35.9% | $5,651-39.5% |