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 | $38,180 | $30,400+25.6% | $53,898-29.2% | $84,808-55.0% |
| Participation rate | 8.0% | 46.4%-38.4pp | 55.0%-46.9pp | 68.3%-60.3pp |
| Annual return | 14.82% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $176 | $603-70.7% | $932-81.1% | $2,631-93.3% |
| Participant deferral / active EE | $486 | $1,199-59.5% | $1,826-73.4% | $4,212-88.5% |
| Admin fee / account holder | $16,492 | $1,993+727.4% | $2,491+562.1% | $7,344+124.6% |