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 | $36,994 | $29,660+24.7% | $56,411-34.4% | $80,856-54.2% |
| Participation rate | 47.5% | 41.6%+5.9pp | 52.5%-5.0pp | 67.6%-20.1pp |
| Annual return | 12.54% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $574 | $669-14.2% | $1,039-44.7% | $2,755-79.2% |
| Participant deferral / active EE | $1,761 | $1,226+43.7% | $1,952-9.8% | $4,296-59.0% |
| Admin fee / account holder | $19,495 | $2,428+703.1% | $2,829+589.2% | $6,918+181.8% |