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 5-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 | $51,705 | $30,400+70.1% | $53,898-4.1% | $84,808-39.0% |
| Participation rate | 30.8% | 46.4%-15.7pp | 55.0%-24.2pp | 68.3%-37.5pp |
| Annual return | 18.85% | 500.19%-481.3pp | 528.60%-509.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $770 | $603+27.7% | $932-17.4% | $2,631-70.7% |
| Participant deferral / active EE | $2,554 | $1,199+113.1% | $1,826+39.9% | $4,212-39.4% |
| Admin fee / account holder | $1,008 | $1,993-49.5% | $2,491-59.5% | $7,344-86.3% |