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 | $59,343 | $30,400+95.2% | $53,898+10.1% | $84,808-30.0% |
| Participation rate | 25.5% | 46.4%-21.0pp | 55.0%-29.5pp | 68.3%-42.9pp |
| Annual return | 14.79% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $365 | $603-39.5% | $932-60.9% | $2,631-86.1% |
| Participant deferral / active EE | $526 | $1,199-56.1% | $1,826-71.2% | $4,212-87.5% |
| Admin fee / account holder | $1,236 | $1,993-38.0% | $2,491-50.4% | $7,344-83.2% |