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 7-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 | $12,044 | $30,400-60.4% | $53,898-77.7% | $84,808-85.8% |
| Participation rate | 43.2% | 46.4%-3.3pp | 55.0%-11.8pp | 68.3%-25.1pp |
| Annual return | 17.55% | 500.19%-482.6pp | 528.60%-511.1pp | 40.90%-23.3pp |
| Employer contribution / active EE | $368 | $603-38.9% | $932-60.5% | $2,631-86.0% |
| Participant deferral / active EE | $826 | $1,199-31.1% | $1,826-54.8% | $4,212-80.4% |
| Admin fee / account holder | $2,892 | $1,993+45.1% | $2,491+16.1% | $7,344-60.6% |