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 7-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 | $35,215 | $29,660+18.7% | $56,411-37.6% | $80,856-56.4% |
| Participation rate | 67.7% | 41.6%+26.0pp | 52.5%+15.2pp | 67.6%+0.1pp |
| Annual return | 14.88% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $173 | $669-74.2% | $1,039-83.4% | $2,755-93.7% |
| Participant deferral / active EE | $1,110 | $1,226-9.5% | $1,952-43.2% | $4,296-74.2% |
| Admin fee / account holder | $757 | $2,428-68.8% | $2,829-73.2% | $6,918-89.1% |