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 5-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 | $18,726 | $27,915-32.9% | $58,482-68.0% | $75,163-75.1% |
| Participation rate | 53.6% | 38.8%+14.7pp | 50.9%+2.7pp | 67.2%-13.6pp |
| Annual return | 20.94% | 44.20%-23.3pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,098 | $669+64.2% | $1,053+4.3% | $2,670-58.9% |
| Participant deferral / active EE | $3,146 | $1,201+161.9% | $1,924+63.5% | $4,125-23.7% |
| Admin fee / account holder | $3,504 | $1,726+103.0% | $2,516+39.3% | $5,651-38.0% |