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 | $41,910 | $27,839+50.5% | $58,482-28.3% | $71,457-41.4% |
| Participation rate | 55.3% | 34.5%+20.8pp | 50.9%+4.5pp | 67.9%-12.6pp |
| Annual return | 16.74% | 26.81%-10.1pp | 4239.32%-4222.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $475 | $631-24.6% | $1,053-54.9% | $2,588-81.6% |
| Participant deferral / active EE | $2,703 | $1,206+124.1% | $1,924+40.5% | $4,289-37.0% |
| Admin fee / account holder | $864 | $1,641-47.3% | $2,516-65.6% | $1,587-45.5% |