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 | $33,705 | $30,400+10.9% | $53,898-37.5% | $84,808-60.3% |
| Participation rate | 18.6% | 46.4%-27.8pp | 55.0%-36.3pp | 68.3%-49.7pp |
| Annual return | 18.74% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $247 | $603-59.1% | $932-73.5% | $2,631-90.6% |
| Participant deferral / active EE | $695 | $1,199-42.0% | $1,826-61.9% | $4,212-83.5% |
| Admin fee / account holder | $406 | $1,993-79.6% | $2,491-83.7% | $7,344-94.5% |