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 10-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 | $25,725 | $30,400-15.4% | $53,898-52.3% | $84,808-69.7% |
| Participation rate | 60.0% | 46.4%+13.6pp | 55.0%+5.0pp | 68.3%-8.3pp |
| Annual return | 14.89% | 500.19%-485.3pp | 528.60%-513.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $329 | $603-45.5% | $932-64.7% | $2,631-87.5% |
| Participant deferral / active EE | $633 | $1,199-47.2% | $1,826-65.4% | $4,212-85.0% |
| Admin fee / account holder | $2,557 | $1,993+28.3% | $2,491+2.7% | $7,344-65.2% |