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 6-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 | $18,976 | $29,660-36.0% | $56,411-66.4% | $80,856-76.5% |
| Participation rate | 24.5% | 41.6%-17.2pp | 52.5%-28.0pp | 67.6%-43.1pp |
| Annual return | 13.23% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $617 | $669-7.8% | $1,039-40.6% | $2,755-77.6% |
| Participant deferral / active EE | $674 | $1,226-45.0% | $1,952-65.5% | $4,296-84.3% |
| Admin fee / account holder | $1,012 | $2,428-58.3% | $2,829-64.2% | $6,918-85.4% |