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 | $27,606 | $30,400-9.2% | $53,898-48.8% | $84,808-67.4% |
| Participation rate | 35.3% | 46.4%-11.2pp | 55.0%-19.7pp | 68.3%-33.0pp |
| Annual return | 15.41% | 500.19%-484.8pp | 528.60%-513.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $524 | $603-13.1% | $932-43.8% | $2,631-80.1% |
| Participant deferral / active EE | $671 | $1,199-44.0% | $1,826-63.3% | $4,212-84.1% |
| Admin fee / account holder | $7,226 | $1,993+262.5% | $2,491+190.1% | $7,344-1.6% |