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 | $31,127 | $30,400+2.4% | $53,898-42.2% | $84,808-63.3% |
| Participation rate | 11.5% | 46.4%-35.0pp | 55.0%-43.5pp | 68.3%-56.8pp |
| Annual return | 18.58% | 500.19%-481.6pp | 528.60%-510.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $233 | $603-61.4% | $932-75.0% | $2,631-91.2% |
| Participant deferral / active EE | $395 | $1,199-67.1% | $1,826-78.4% | $4,212-90.6% |
| Admin fee / account holder | $1,692 | $1,993-15.1% | $2,491-32.1% | $7,344-77.0% |