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 | $22,193 | $29,660-25.2% | $56,411-60.7% | $80,856-72.6% |
| Participation rate | 30.4% | 41.6%-11.2pp | 52.5%-22.0pp | 67.6%-37.2pp |
| Annual return | 42.05% | 35.23%+6.8pp | 1701.33%-1659.3pp | 35.59%+6.5pp |
| Employer contribution / active EE | $1,089 | $669+62.7% | $1,039+4.9% | $2,755-60.5% |
| Participant deferral / active EE | $1,716 | $1,226+40.0% | $1,952-12.1% | $4,296-60.1% |
| Admin fee / account holder | $1,787 | $2,428-26.4% | $2,829-36.8% | $6,918-74.2% |