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 7-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 | $24,028 | $29,660-19.0% | $56,411-57.4% | $80,856-70.3% |
| Participation rate | 30.0% | 41.6%-11.6pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 15.13% | 35.23%-20.1pp | 1701.33%-1686.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $280 | $669-58.2% | $1,039-73.1% | $2,755-89.8% |
| Participant deferral / active EE | $970 | $1,226-20.9% | $1,952-50.3% | $4,296-77.4% |
| Admin fee / account holder | $1,588 | $2,428-34.6% | $2,829-43.9% | $6,918-77.1% |