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 6-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 | $41,069 | $29,660+38.5% | $56,411-27.2% | $80,856-49.2% |
| Participation rate | 38.9% | 41.6%-2.8pp | 52.5%-13.6pp | 67.6%-28.7pp |
| Annual return | 12.88% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $312 | $669-53.3% | $1,039-69.9% | $2,755-88.7% |
| Participant deferral / active EE | $1,460 | $1,226+19.1% | $1,952-25.2% | $4,296-66.0% |
| Admin fee / account holder | $1,086 | $2,428-55.3% | $2,829-61.6% | $6,918-84.3% |