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 9-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 | $30,257 | $27,915+8.4% | $58,482-48.3% | $75,163-59.7% |
| Participation rate | 42.9% | 38.8%+4.0pp | 50.9%-8.0pp | 67.2%-24.3pp |
| Annual return | 15.70% | 44.20%-28.5pp | 4239.32%-4223.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $929 | $669+38.9% | $1,053-11.8% | $2,670-65.2% |
| Participant deferral / active EE | $2,856 | $1,201+137.7% | $1,924+48.4% | $4,125-30.8% |
| Admin fee / account holder | $385 | $1,726-77.7% | $2,516-84.7% | $5,651-93.2% |