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 | $19,778 | $70,606-72.0% | $53,898-63.3% | $142,382-86.1% |
| Participation rate | 46.2% | 63.7%-17.6pp | 55.0%-8.8pp | 80.1%-34.0pp |
| Annual return | 15.63% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $372 | $1,202-69.0% | $932-60.0% | $4,299-91.3% |
| Participant deferral / active EE | $479 | $2,364-79.7% | $1,826-73.8% | $6,507-92.6% |
| Admin fee / account holder | $983 | $2,852-65.5% | $2,491-60.5% | $12,624-92.2% |