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 | $24,082 | $31,310-23.1% | $53,898-55.3% | $74,304-67.6% |
| Participation rate | 20.9% | 30.7%-9.7pp | 55.0%-34.0pp | 60.3%-39.4pp |
| Annual return | 16.14% | 23.16%-7.0pp | 528.60%-512.5pp | 29.43%-13.3pp |
| Employer contribution / active EE | $229 | $450-49.0% | $932-75.4% | $2,241-89.8% |
| Participant deferral / active EE | $678 | $934-27.4% | $1,826-62.8% | $3,767-82.0% |
| Admin fee / account holder | $1,236 | $2,175-43.2% | $2,491-50.4% | $2,969-58.4% |