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 | $30,522 | $49,922-38.9% | $80,569-62.1% | $75,163-59.4% |
| Participation rate | 34.9% | 55.3%-20.4pp | 67.0%-32.1pp | 67.2%-32.3pp |
| Annual return | 19.03% | 34.69%-15.7pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $783 | $1,698-53.9% | $2,723-71.3% | $2,670-70.7% |
| Participant deferral / active EE | $1,483 | $2,990-50.4% | $4,447-66.7% | $4,125-64.0% |
| Admin fee / account holder | $700 | $3,577-80.4% | $5,377-87.0% | $5,651-87.6% |