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 4-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 | $4,247 | $27,915-84.8% | $58,482-92.7% | $75,163-94.4% |
| Participation rate | 52.8% | 38.8%+13.9pp | 50.9%+1.9pp | 67.2%-14.4pp |
| Annual return | 24.15% | 44.20%-20.1pp | 4239.32%-4215.2pp | 160.62%-136.5pp |
| Employer contribution / active EE | $357 | $669-46.6% | $1,053-66.1% | $2,670-86.6% |
| Participant deferral / active EE | $1,522 | $1,201+26.7% | $1,924-20.9% | $4,125-63.1% |
| Admin fee / account holder | $2,096 | $1,726+21.5% | $2,516-16.7% | $5,651-62.9% |