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 4-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 | $10,048 | $29,660-66.1% | $56,411-82.2% | $80,856-87.6% |
| Participation rate | 52.0% | 41.6%+10.4pp | 52.5%-0.5pp | 67.6%-15.6pp |
| Annual return | 15.64% | 35.23%-19.6pp | 1701.33%-1685.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $711 | $669+6.2% | $1,039-31.5% | $2,755-74.2% |
| Participant deferral / active EE | $1,725 | $1,226+40.7% | $1,952-11.6% | $4,296-59.8% |
| Admin fee / account holder | $493 | $2,428-79.7% | $2,829-82.6% | $6,918-92.9% |