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 | $28,527 | $39,019-26.9% | $80,716-64.7% | $85,850-66.8% |
| Participation rate | 36.7% | 41.5%-4.9pp | 54.2%-17.5pp | 69.3%-32.6pp |
| Annual return | 12.08% | 26.27%-14.2pp | 87.28%-75.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $876 | $722+21.3% | $1,160-24.5% | $2,565-65.9% |
| Participant deferral / active EE | $2,219 | $1,326+67.4% | $2,146+3.4% | $3,952-43.9% |
| Admin fee / account holder | $417 | $2,431-82.9% | $3,380-87.7% | $6,260-93.3% |