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 | $23,150 | $30,588-24.3% | $53,898-57.0% | $85,563-72.9% |
| Participation rate | 8.4% | 26.3%-17.9pp | 55.0%-46.5pp | 66.0%-57.5pp |
| Annual return | 19.64% | 50.42%-30.8pp | 528.60%-509.0pp | 31.51%-11.9pp |
| Employer contribution / active EE | $264 | $436-39.5% | $932-71.7% | $2,654-90.1% |
| Participant deferral / active EE | $340 | $848-59.9% | $1,826-81.4% | $4,375-92.2% |
| Admin fee / account holder | $2,015 | $1,879+7.2% | $2,491-19.1% | $834+141.6% |