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 | $31,813 | $27,915+14.0% | $58,482-45.6% | $75,163-57.7% |
| Participation rate | 23.1% | 38.8%-15.8pp | 50.9%-27.8pp | 67.2%-44.1pp |
| Annual return | 15.86% | 44.20%-28.3pp | 4239.32%-4223.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $214 | $669-68.1% | $1,053-79.7% | $2,670-92.0% |
| Participant deferral / active EE | $1,152 | $1,201-4.1% | $1,924-40.1% | $4,125-72.1% |
| Admin fee / account holder | $4,572 | $1,726+164.9% | $2,516+81.7% | $5,651-19.1% |