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 | $14,483 | $30,400-52.4% | $53,898-73.1% | $84,808-82.9% |
| Participation rate | 17.6% | 46.4%-28.8pp | 55.0%-37.3pp | 68.3%-50.7pp |
| Annual return | 18.50% | 500.19%-481.7pp | 528.60%-510.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $296 | $603-50.8% | $932-68.2% | $2,631-88.7% |
| Participant deferral / active EE | $438 | $1,199-63.5% | $1,826-76.0% | $4,212-89.6% |
| Admin fee / account holder | $1,781 | $1,993-10.7% | $2,491-28.5% | $7,344-75.8% |