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 7-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 | $44,208 | $31,310+41.2% | $53,898-18.0% | $74,304-40.5% |
| Participation rate | 20.8% | 30.7%-9.8pp | 55.0%-34.1pp | 60.3%-39.5pp |
| Annual return | 20.83% | 23.16%-2.3pp | 528.60%-507.8pp | 29.43%-8.6pp |
| Employer contribution / active EE | $305 | $450-32.3% | $932-67.3% | $2,241-86.4% |
| Participant deferral / active EE | $837 | $934-10.4% | $1,826-54.2% | $3,767-77.8% |
| Admin fee / account holder | $779 | $2,175-64.2% | $2,491-68.7% | $2,969-73.8% |