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 | $68,166 | $29,660+129.8% | $56,411+20.8% | $80,856-15.7% |
| Participation rate | 17.4% | 41.6%-24.3pp | 52.5%-35.1pp | 67.6%-50.2pp |
| Annual return | 14.18% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $385 | $669-42.4% | $1,039-62.9% | $2,755-86.0% |
| Participant deferral / active EE | $1,088 | $1,226-11.2% | $1,952-44.2% | $4,296-74.7% |
| Admin fee / account holder | $417 | $2,428-82.8% | $2,829-85.3% | $6,918-94.0% |