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 | $44,799 | $30,400+47.4% | $53,898-16.9% | $84,808-47.2% |
| Participation rate | 26.4% | 46.4%-20.1pp | 55.0%-28.6pp | 68.3%-41.9pp |
| Annual return | 23.86% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $840 | $603+39.3% | $932-9.9% | $2,631-68.1% |
| Participant deferral / active EE | $1,073 | $1,199-10.5% | $1,826-41.2% | $4,212-74.5% |
| Admin fee / account holder | $658 | $1,993-67.0% | $2,491-73.6% | $7,344-91.0% |