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 | $18,383 | $57,281-67.9% | $86,612-78.8% | $75,163-75.5% |
| Participation rate | 21.0% | 63.2%-42.2pp | 71.7%-50.7pp | 67.2%-46.2pp |
| Annual return | 18.22% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $965 | $3,318-70.9% | $4,438-78.3% | $4,125-76.6% |
| Admin fee / account holder | $642 | $4,112-84.4% | $5,614-88.6% | $5,651-88.6% |