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 | $51,007 | $29,660+72.0% | $56,411-9.6% | $80,856-36.9% |
| Participation rate | 10.9% | 41.6%-30.8pp | 52.5%-41.6pp | 67.6%-56.8pp |
| Annual return | 11.22% | 35.23%-24.0pp | 1701.33%-1690.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $172 | $669-74.4% | $1,039-83.5% | $2,755-93.8% |
| Participant deferral / active EE | $991 | $1,226-19.2% | $1,952-49.2% | $4,296-76.9% |
| Admin fee / account holder | $10,849 | $2,428+346.9% | $2,829+283.5% | $6,918+56.8% |