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 | $18,191 | $29,660-38.7% | $56,411-67.8% | $80,856-77.5% |
| Participation rate | 62.0% | 41.6%+20.3pp | 52.5%+9.5pp | 67.6%-5.7pp |
| Annual return | 22.13% | 35.23%-13.1pp | 1701.33%-1679.2pp | 35.59%-13.5pp |
| Employer contribution / active EE | $438 | $669-34.6% | $1,039-57.9% | $2,755-84.1% |
| Participant deferral / active EE | $1,486 | $1,226+21.2% | $1,952-23.9% | $4,296-65.4% |
| Admin fee / account holder | $749 | $2,428-69.2% | $2,829-73.5% | $6,918-89.2% |