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 | $19,816 | $27,915-29.0% | $58,482-66.1% | $75,163-73.6% |
| Participation rate | 54.0% | 38.8%+15.1pp | 50.9%+3.1pp | 67.2%-13.2pp |
| Annual return | 18.00% | 44.20%-26.2pp | 4239.32%-4221.3pp | 160.62%-142.6pp |
| Employer contribution / active EE | $747 | $669+11.7% | $1,053-29.0% | $2,670-72.0% |
| Participant deferral / active EE | $994 | $1,201-17.3% | $1,924-48.3% | $4,125-75.9% |
| Admin fee / account holder | $724 | $1,726-58.0% | $2,516-71.2% | $5,651-87.2% |