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 5-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 | $32,897 | $30,588+7.5% | $53,898-39.0% | $85,563-61.6% |
| Participation rate | 5.2% | 26.3%-21.1pp | 55.0%-49.7pp | 66.0%-60.7pp |
| Annual return | 20.55% | 50.42%-29.9pp | 528.60%-508.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $135 | $436-69.0% | $932-85.5% | $2,654-94.9% |
| Participant deferral / active EE | $223 | $848-73.7% | $1,826-87.8% | $4,375-94.9% |
| Admin fee / account holder | $889 | $1,879-52.7% | $2,491-64.3% | $834+6.5% |