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 | $33,767 | $30,400+11.1% | $53,898-37.3% | $84,808-60.2% |
| Participation rate | 25.3% | 46.4%-21.2pp | 55.0%-29.7pp | 68.3%-43.0pp |
| Annual return | 19.02% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $401 | $603-33.5% | $932-57.0% | $2,631-84.8% |
| Participant deferral / active EE | $911 | $1,199-24.0% | $1,826-50.1% | $4,212-78.4% |
| Admin fee / account holder | $2,712 | $1,993+36.1% | $2,491+8.9% | $7,344-63.1% |