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 9-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 | $21,581 | $34,934-38.2% | $56,411-61.7% | $74,495-71.0% |
| Participation rate | 16.0% | 32.8%-16.8pp | 52.5%-36.4pp | 67.2%-51.2pp |
| Annual return | 15.14% | 25.94%-10.8pp | 1701.33%-1686.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $194 | $609-68.2% | $1,039-81.4% | $2,623-92.6% |
| Participant deferral / active EE | $620 | $1,170-47.0% | $1,952-68.2% | $4,346-85.7% |
| Admin fee / account holder | $3,036 | $2,364+28.4% | $2,829+7.3% | $1,942+56.4% |