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 | $14,710 | $70,606-79.2% | $53,898-72.7% | $142,382-89.7% |
| Participation rate | 39.1% | 63.7%-24.6pp | 55.0%-15.8pp | 80.1%-41.0pp |
| Annual return | 23.53% | 619.81%-596.3pp | 528.60%-505.1pp | 217.08%-193.5pp |
| Employer contribution / active EE | $687 | $1,202-42.8% | $932-26.3% | $4,299-84.0% |
| Participant deferral / active EE | $1,209 | $2,364-48.8% | $1,826-33.8% | $6,507-81.4% |
| Admin fee / account holder | $1,753 | $2,852-38.5% | $2,491-29.6% | $12,624-86.1% |