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 10-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 | $33,976 | $31,310+8.5% | $53,898-37.0% | $74,304-54.3% |
| Participation rate | 41.5% | 30.7%+10.8pp | 55.0%-13.5pp | 60.3%-18.8pp |
| Annual return | 14.79% | 23.16%-8.4pp | 528.60%-513.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $865 | $450+92.3% | $932-7.2% | $2,241-61.4% |
| Participant deferral / active EE | $1,531 | $934+63.9% | $1,826-16.2% | $3,767-59.4% |
| Admin fee / account holder | $5,052 | $2,175+132.2% | $2,491+102.8% | $2,969+70.2% |