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 | $17,709 | $29,660-40.3% | $56,411-68.6% | $80,856-78.1% |
| Participation rate | 39.1% | 41.6%-2.5pp | 52.5%-13.3pp | 67.6%-28.5pp |
| Annual return | 20.56% | 35.23%-14.7pp | 1701.33%-1680.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $829 | $669+23.8% | $1,039-20.2% | $2,755-69.9% |
| Participant deferral / active EE | $1,882 | $1,226+53.5% | $1,952-3.6% | $4,296-56.2% |
| Admin fee / account holder | $802 | $2,428-67.0% | $2,829-71.7% | $6,918-88.4% |