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 | $17,728 | $29,660-40.2% | $56,411-68.6% | $80,856-78.1% |
| Participation rate | 4.5% | 41.6%-37.1pp | 52.5%-47.9pp | 67.6%-63.1pp |
| Annual return | 16.81% | 35.23%-18.4pp | 1701.33%-1684.5pp | 35.59%-18.8pp |
| Employer contribution / active EE | $172 | $669-74.3% | $1,039-83.4% | $2,755-93.7% |
| Participant deferral / active EE | $466 | $1,226-62.0% | $1,952-76.1% | $4,296-89.2% |
| Admin fee / account holder | $903 | $2,428-62.8% | $2,829-68.1% | $6,918-87.0% |