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 | $19,208 | $70,606-72.8% | $53,898-64.4% | $142,382-86.5% |
| Participation rate | 26.1% | 63.7%-37.6pp | 55.0%-28.9pp | 80.1%-54.0pp |
| Annual return | 15.48% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $642 | $1,202-46.6% | $932-31.2% | $4,299-85.1% |
| Participant deferral / active EE | $1,021 | $2,364-56.8% | $1,826-44.1% | $6,507-84.3% |
| Admin fee / account holder | $5,558 | $2,852+94.9% | $2,491+123.1% | $12,624-56.0% |