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 4-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 | $28,320 | $30,400-6.8% | $53,898-47.5% | $84,808-66.6% |
| Participation rate | 18.8% | 46.4%-27.6pp | 55.0%-36.1pp | 68.3%-49.5pp |
| Annual return | 18.07% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $451 | $603-25.1% | $932-51.6% | $2,631-82.8% |
| Participant deferral / active EE | $1,361 | $1,199+13.5% | $1,826-25.5% | $4,212-67.7% |
| Admin fee / account holder | $1,442 | $1,993-27.7% | $2,491-42.1% | $7,344-80.4% |