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 | $35,662 | $29,660+20.2% | $56,411-36.8% | $80,856-55.9% |
| Participation rate | 31.9% | 41.6%-9.7pp | 52.5%-20.6pp | 67.6%-35.7pp |
| Annual return | 18.99% | 35.23%-16.2pp | 1701.33%-1682.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $761 | $669+13.7% | $1,039-26.7% | $2,755-72.4% |
| Participant deferral / active EE | $3,043 | $1,226+148.2% | $1,952+55.9% | $4,296-29.2% |
| Admin fee / account holder | $865 | $2,428-64.4% | $2,829-69.4% | $6,918-87.5% |