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 | $36,653 | $30,400+20.6% | $53,898-32.0% | $84,808-56.8% |
| Participation rate | 25.9% | 46.4%-20.5pp | 55.0%-29.0pp | 68.3%-42.4pp |
| Annual return | 14.50% | 500.19%-485.7pp | 528.60%-514.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $121 | $603-80.0% | $932-87.0% | $2,631-95.4% |
| Participant deferral / active EE | $1,047 | $1,199-12.7% | $1,826-42.7% | $4,212-75.1% |
| Admin fee / account holder | $19,047 | $1,993+855.5% | $2,491+664.7% | $7,344+159.4% |