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 5-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 | $16,308 | $27,915-41.6% | $58,482-72.1% | $75,163-78.3% |
| Participation rate | 34.5% | 38.8%-4.4pp | 50.9%-16.4pp | 67.2%-32.7pp |
| Annual return | 18.79% | 44.20%-25.4pp | 4239.32%-4220.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $479 | $669-28.4% | $1,053-54.5% | $2,670-82.1% |
| Participant deferral / active EE | $1,342 | $1,201+11.7% | $1,924-30.2% | $4,125-67.5% |
| Admin fee / account holder | $378 | $1,726-78.1% | $2,516-85.0% | $5,651-93.3% |