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 8-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 | $13,602 | $26,114-47.9% | $58,482-76.7% | $74,419-81.7% |
| Participation rate | 33.6% | 32.1%+1.5pp | 50.9%-17.3pp | 70.7%-37.1pp |
| Annual return | 19.38% | 32.51%-13.1pp | 4239.32%-4219.9pp | 34.38%-15.0pp |
| Employer contribution / active EE | $632 | $536+18.0% | $1,053-40.0% | $2,637-76.0% |
| Participant deferral / active EE | $1,102 | $1,075+2.6% | $1,924-42.7% | $4,528-75.7% |
| Admin fee / account holder | $524 | $649-19.2% | $2,516-79.2% | $348+50.7% |