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 | $69,342 | $30,400+128.1% | $53,898+28.7% | $84,808-18.2% |
| Participation rate | 16.1% | 46.4%-30.3pp | 55.0%-38.8pp | 68.3%-52.2pp |
| Annual return | 15.15% | 500.19%-485.0pp | 528.60%-513.5pp | 40.90%-25.7pp |
| Employer contribution / active EE | $462 | $603-23.4% | $932-50.5% | $2,631-82.5% |
| Participant deferral / active EE | $577 | $1,199-51.9% | $1,826-68.4% | $4,212-86.3% |
| Admin fee / account holder | $677 | $1,993-66.0% | $2,491-72.8% | $7,344-90.8% |