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 6-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 | $41,897 | $71,964-41.8% | $167,512-75.0% | $85,563-51.0% |
| Participation rate | 18.6% | 61.0%-42.4pp | 77.1%-58.4pp | 66.0%-47.4pp |
| Annual return | 19.26% | 18.83%+0.4pp | 1615.79%-1596.5pp | 31.51%-12.3pp |
| Employer contribution / active EE | $799 | $1,875-57.4% | $3,882-79.4% | $2,654-69.9% |
| Participant deferral / active EE | $1,592 | $4,110-61.3% | $6,405-75.1% | $4,375-63.6% |
| Admin fee / account holder | $2,301 | $815+182.2% | $9,769-76.4% | $834+175.8% |