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 3-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 | $31,361 | $30,400+3.2% | $53,898-41.8% | $84,808-63.0% |
| Participation rate | 13.9% | 46.4%-32.6pp | 55.0%-41.1pp | 68.3%-54.4pp |
| Annual return | 22.82% | 500.19%-477.4pp | 528.60%-505.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $332 | $603-44.9% | $932-64.4% | $2,631-87.4% |
| Participant deferral / active EE | $1,051 | $1,199-12.3% | $1,826-42.4% | $4,212-75.0% |
| Admin fee / account holder | $508 | $1,993-74.5% | $2,491-79.6% | $7,344-93.1% |