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 | $20,924 | $30,400-31.2% | $53,898-61.2% | $84,808-75.3% |
| Participation rate | 28.1% | 46.4%-18.3pp | 55.0%-26.8pp | 68.3%-40.2pp |
| Annual return | 43.77% | 500.19%-456.4pp | 528.60%-484.8pp | 40.90%+2.9pp |
| Employer contribution / active EE | $414 | $603-31.3% | $932-55.6% | $2,631-84.3% |
| Participant deferral / active EE | $724 | $1,199-39.6% | $1,826-60.4% | $4,212-82.8% |
| Admin fee / account holder | $1,740 | $1,993-12.7% | $2,491-30.2% | $7,344-76.3% |