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 | $33,307 | $30,400+9.6% | $53,898-38.2% | $84,808-60.7% |
| Participation rate | 25.3% | 46.4%-21.1pp | 55.0%-29.7pp | 68.3%-43.0pp |
| Annual return | 17.96% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $609 | $603+1.0% | $932-34.7% | $2,631-76.9% |
| Participant deferral / active EE | $666 | $1,199-44.5% | $1,826-63.5% | $4,212-84.2% |
| Admin fee / account holder | $3,016 | $1,993+51.3% | $2,491+21.1% | $7,344-58.9% |