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 | $12,015 | $27,915-57.0% | $58,482-79.5% | $75,163-84.0% |
| Participation rate | 22.6% | 38.8%-16.3pp | 50.9%-28.3pp | 67.2%-44.6pp |
| Annual return | 15.31% | 44.20%-28.9pp | 4239.32%-4224.0pp | 160.62%-145.3pp |
| Employer contribution / active EE | $221 | $669-67.0% | $1,053-79.1% | $2,670-91.7% |
| Participant deferral / active EE | $1,108 | $1,201-7.8% | $1,924-42.4% | $4,125-73.1% |
| Admin fee / account holder | $503 | $1,726-70.9% | $2,516-80.0% | $5,651-91.1% |