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 9-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 | $27,194 | $29,548-8.0% | $56,411-51.8% | $77,643-65.0% |
| Participation rate | 14.6% | 32.7%-18.1pp | 52.5%-37.8pp | 70.6%-55.9pp |
| Annual return | 11.96% | 19.01%-7.0pp | 1701.33%-1689.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $270 | $568-52.3% | $1,039-74.0% | $2,726-90.1% |
| Participant deferral / active EE | $532 | $1,061-49.8% | $1,952-72.7% | $4,647-88.5% |
| Admin fee / account holder | $4,272 | $1,046+308.3% | $2,829+51.0% | $430+892.5% |