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 3-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 | $27,749 | $30,400-8.7% | $53,898-48.5% | $84,808-67.3% |
| Participation rate | 3.8% | 46.4%-42.6pp | 55.0%-51.1pp | 68.3%-64.5pp |
| Annual return | 19.50% | 500.19%-480.7pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $258 | $603-57.1% | $932-72.3% | $2,631-90.2% |
| Participant deferral / active EE | $653 | $1,199-45.5% | $1,826-64.2% | $4,212-84.5% |
| Admin fee / account holder | $687 | $1,993-65.6% | $2,491-72.4% | $7,344-90.6% |