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 | $23,692 | $27,915-15.1% | $58,482-59.5% | $75,163-68.5% |
| Participation rate | 36.8% | 38.8%-2.0pp | 50.9%-14.0pp | 67.2%-30.3pp |
| Annual return | 18.14% | 44.20%-26.1pp | 4239.32%-4221.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $525 | $669-21.6% | $1,053-50.2% | $2,670-80.3% |
| Participant deferral / active EE | $1,766 | $1,201+47.0% | $1,924-8.2% | $4,125-57.2% |
| Admin fee / account holder | $1,456 | $1,726-15.6% | $2,516-42.1% | $5,651-74.2% |