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 7-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 | $20,459 | $70,606-71.0% | $53,898-62.0% | $142,382-85.6% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 12.15% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,187 | $1,202-1.3% | $932+27.3% | $4,299-72.4% |
| Participant deferral / active EE | $1,514 | $2,364-36.0% | $1,826-17.1% | $6,507-76.7% |
| Admin fee / account holder | $8,058 | $2,852+182.6% | $2,491+223.5% | $12,624-36.2% |