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 | $46,469 | $30,400+52.9% | $53,898-13.8% | $84,808-45.2% |
| Participation rate | 10.4% | 46.4%-36.0pp | 55.0%-44.5pp | 68.3%-57.9pp |
| Annual return | 23.89% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $313 | $603-48.1% | $932-66.5% | $2,631-88.1% |
| Participant deferral / active EE | $603 | $1,199-49.7% | $1,826-67.0% | $4,212-85.7% |
| Admin fee / account holder | $4,651 | $1,993+133.3% | $2,491+86.7% | $7,344-36.7% |