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 4-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 | $41,814 | $29,660+41.0% | $56,411-25.9% | $80,856-48.3% |
| Participation rate | 35.3% | 41.6%-6.4pp | 52.5%-17.2pp | 67.6%-32.3pp |
| Annual return | 10.83% | 35.23%-24.4pp | 1701.33%-1690.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $776 | $669+16.0% | $1,039-25.3% | $2,755-71.8% |
| Participant deferral / active EE | $2,457 | $1,226+100.4% | $1,952+25.9% | $4,296-42.8% |
| Admin fee / account holder | $1,532 | $2,428-36.9% | $2,829-45.8% | $6,918-77.9% |