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 5-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 | $19,838 | $34,934-43.2% | $56,411-64.8% | $74,495-73.4% |
| Participation rate | 26.7% | 32.8%-6.1pp | 52.5%-25.7pp | 67.2%-40.5pp |
| Annual return | 10.85% | 25.94%-15.1pp | 1701.33%-1690.5pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $722 | $609+18.5% | $1,039-30.5% | $2,623-72.5% |
| Participant deferral / active EE | $634 | $1,170-45.9% | $1,952-67.5% | $4,346-85.4% |
| Admin fee / account holder | $621 | $2,364-73.7% | $2,829-78.1% | $1,942-68.0% |