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 | $27,892 | $29,660-6.0% | $56,411-50.6% | $80,856-65.5% |
| Participation rate | 8.6% | 41.6%-33.1pp | 52.5%-43.9pp | 67.6%-59.1pp |
| Annual return | 20.22% | 35.23%-15.0pp | 1701.33%-1681.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $265 | $669-60.4% | $1,039-74.5% | $2,755-90.4% |
| Participant deferral / active EE | $799 | $1,226-34.8% | $1,952-59.1% | $4,296-81.4% |
| Admin fee / account holder | $400 | $2,428-83.5% | $2,829-85.9% | $6,918-94.2% |