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 | $21,948 | $29,660-26.0% | $56,411-61.1% | $80,856-72.9% |
| Participation rate | 29.8% | 41.6%-11.9pp | 52.5%-22.7pp | 67.6%-37.9pp |
| Annual return | 20.95% | 35.23%-14.3pp | 1701.33%-1680.4pp | 35.59%-14.6pp |
| Employer contribution / active EE | $646 | $669-3.5% | $1,039-37.8% | $2,755-76.6% |
| Participant deferral / active EE | $2,088 | $1,226+70.3% | $1,952+7.0% | $4,296-51.4% |
| Admin fee / account holder | $22,293 | $2,428+818.3% | $2,829+688.1% | $6,918+222.2% |