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 9-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 | $31,700 | $29,660+6.9% | $56,411-43.8% | $80,856-60.8% |
| Participation rate | 28.1% | 41.6%-13.6pp | 52.5%-24.4pp | 67.6%-39.6pp |
| Annual return | 12.58% | 35.23%-22.6pp | 1701.33%-1688.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,058 | $669+58.1% | $1,039+1.9% | $2,755-61.6% |
| Participant deferral / active EE | $1,297 | $1,226+5.8% | $1,952-33.6% | $4,296-69.8% |
| Admin fee / account holder | $1,855 | $2,428-23.6% | $2,829-34.4% | $6,918-73.2% |