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 | $22,575 | $27,839-18.9% | $58,482-61.4% | $71,457-68.4% |
| Participation rate | 9.4% | 34.5%-25.2pp | 50.9%-41.5pp | 67.9%-58.6pp |
| Annual return | 15.38% | 26.81%-11.4pp | 4239.32%-4223.9pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $480 | $1,206-60.2% | $1,924-75.1% | $4,289-88.8% |
| Admin fee / account holder | $1,179 | $1,641-28.2% | $2,516-53.2% | $1,587-25.7% |