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 | $26,921 | $99,877-73.0% | $84,966-68.3% | $145,922-81.6% |
| Participation rate | 27.3% | 74.1%-46.8pp | 67.5%-40.2pp | 80.3%-53.0pp |
| Annual return | 8.84% | 83.76%-74.9pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,579 | $3,231-51.1% | $2,727-42.1% | $4,660-66.1% |
| Participant deferral / active EE | $6,844 | $5,291+29.4% | $4,519+51.4% | $6,688+2.3% |
| Admin fee / account holder | $25,429 | $7,248+250.8% | $6,149+313.6% | $13,397+89.8% |