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 | $42,065 | $29,660+41.8% | $56,411-25.4% | $80,856-48.0% |
| Participation rate | 24.1% | 41.6%-17.5pp | 52.5%-28.3pp | 67.6%-43.5pp |
| Annual return | 11.83% | 35.23%-23.4pp | 1701.33%-1689.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $494 | $669-26.2% | $1,039-52.4% | $2,755-82.1% |
| Participant deferral / active EE | $664 | $1,226-45.9% | $1,952-66.0% | $4,296-84.6% |
| Admin fee / account holder | $1,198 | $2,428-50.7% | $2,829-57.7% | $6,918-82.7% |