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 | $29,393 | $81,625-64.0% | $58,482-49.7% | $139,434-78.9% |
| Participation rate | 21.7% | 61.3%-39.6pp | 50.9%-29.1pp | 80.3%-58.6pp |
| Annual return | 18.63% | 7404.20%-7385.6pp | 4239.32%-4220.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $540 | $1,398-61.4% | $1,053-48.8% | $4,751-88.6% |
| Participant deferral / active EE | $1,312 | $2,557-48.7% | $1,924-31.8% | $6,710-80.4% |
| Admin fee / account holder | $691 | $3,265-78.8% | $2,516-72.5% | $11,403-93.9% |