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 6-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 | $45,646 | $27,915+63.5% | $58,482-21.9% | $75,163-39.3% |
| Participation rate | 32.4% | 38.8%-6.5pp | 50.9%-18.5pp | 67.2%-34.8pp |
| Annual return | 23.77% | 44.20%-20.4pp | 4239.32%-4215.5pp | 160.62%-136.8pp |
| Employer contribution / active EE | $493 | $669-26.3% | $1,053-53.2% | $2,670-81.5% |
| Participant deferral / active EE | $2,347 | $1,201+95.4% | $1,924+22.0% | $4,125-43.1% |
| Admin fee / account holder | $1,008 | $1,726-41.6% | $2,516-59.9% | $5,651-82.2% |