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 | $33,513 | $29,660+13.0% | $56,411-40.6% | $80,856-58.6% |
| Participation rate | 24.4% | 41.6%-17.3pp | 52.5%-28.1pp | 67.6%-43.2pp |
| Annual return | 12.67% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $501 | $669-25.1% | $1,039-51.7% | $2,755-81.8% |
| Participant deferral / active EE | $1,543 | $1,226+25.9% | $1,952-21.0% | $4,296-64.1% |
| Admin fee / account holder | $480 | $2,428-80.2% | $2,829-83.0% | $6,918-93.1% |