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 3-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 | $15,803 | $29,660-46.7% | $56,411-72.0% | $80,856-80.5% |
| Participation rate | 44.0% | 41.6%+2.4pp | 52.5%-8.5pp | 67.6%-23.6pp |
| Annual return | 15.39% | 35.23%-19.8pp | 1701.33%-1685.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $728 | $669+8.8% | $1,039-29.9% | $2,755-73.6% |
| Participant deferral / active EE | $2,004 | $1,226+63.4% | $1,952+2.7% | $4,296-53.4% |
| Admin fee / account holder | $1,179 | $2,428-51.4% | $2,829-58.3% | $6,918-83.0% |