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 | $26,874 | $30,400-11.6% | $53,898-50.1% | $84,808-68.3% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 19.71% | 500.19%-480.5pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $914 | $603+51.7% | $932-1.9% | $2,631-65.2% |
| Participant deferral / active EE | $2,454 | $1,199+104.8% | $1,826+34.4% | $4,212-41.7% |
| Admin fee / account holder | $819 | $1,993-58.9% | $2,491-67.1% | $7,344-88.9% |