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 | $38,964 | $29,660+31.4% | $56,411-30.9% | $80,856-51.8% |
| Participation rate | 18.4% | 41.6%-23.2pp | 52.5%-34.0pp | 67.6%-49.2pp |
| Annual return | 12.93% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $276 | $669-58.8% | $1,039-73.5% | $2,755-90.0% |
| Participant deferral / active EE | $509 | $1,226-58.5% | $1,952-73.9% | $4,296-88.1% |
| Admin fee / account holder | $3,831 | $2,428+57.8% | $2,829+35.4% | $6,918-44.6% |