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 | $41,443 | $27,839+48.9% | $58,482-29.1% | $71,457-42.0% |
| Participation rate | 43.2% | 34.5%+8.7pp | 50.9%-7.6pp | 67.9%-24.7pp |
| Annual return | 18.56% | 26.81%-8.2pp | 4239.32%-4220.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $462 | $631-26.8% | $1,053-56.2% | $2,588-82.2% |
| Participant deferral / active EE | $1,823 | $1,206+51.1% | $1,924-5.2% | $4,289-57.5% |
| Admin fee / account holder | $2,946 | $1,641+79.5% | $2,516+17.1% | $1,587+85.6% |