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 | $57,183 | $30,400+88.1% | $53,898+6.1% | $84,808-32.6% |
| Participation rate | 21.2% | 46.4%-25.3pp | 55.0%-33.8pp | 68.3%-47.1pp |
| Annual return | 15.64% | 500.19%-484.6pp | 528.60%-513.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $532 | $603-11.8% | $932-43.0% | $2,631-79.8% |
| Participant deferral / active EE | $1,276 | $1,199+6.4% | $1,826-30.2% | $4,212-69.7% |
| Admin fee / account holder | $13,985 | $1,993+601.6% | $2,491+461.5% | $7,344+90.4% |