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 | $11,455 | $30,400-62.3% | $53,898-78.7% | $84,808-86.5% |
| Participation rate | 65.5% | 46.4%+19.1pp | 55.0%+10.6pp | 68.3%-2.8pp |
| Annual return | 22.57% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $793 | $603+31.6% | $932-14.9% | $2,631-69.9% |
| Participant deferral / active EE | $2,326 | $1,199+94.0% | $1,826+27.4% | $4,212-44.8% |
| Admin fee / account holder | $1,631 | $1,993-18.2% | $2,491-34.5% | $7,344-77.8% |