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 | $30,720 | $30,400+1.1% | $53,898-43.0% | $84,808-63.8% |
| Participation rate | 36.7% | 46.4%-9.7pp | 55.0%-18.2pp | 68.3%-31.6pp |
| Annual return | 24.91% | 500.19%-475.3pp | 528.60%-503.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $725 | $603+20.4% | $932-22.2% | $2,631-72.4% |
| Participant deferral / active EE | $1,428 | $1,199+19.2% | $1,826-21.8% | $4,212-66.1% |
| Admin fee / account holder | $642 | $1,993-67.8% | $2,491-74.2% | $7,344-91.3% |