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 8-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 | $23,808 | $49,922-52.3% | $80,569-70.5% | $75,163-68.3% |
| Participation rate | 30.3% | 55.3%-25.0pp | 67.0%-36.7pp | 67.2%-36.9pp |
| Annual return | 16.57% | 34.69%-18.1pp | 935.43%-918.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $469 | $1,698-72.4% | $2,723-82.8% | $2,670-82.4% |
| Participant deferral / active EE | $1,135 | $2,990-62.1% | $4,447-74.5% | $4,125-72.5% |
| Admin fee / account holder | $376 | $3,577-89.5% | $5,377-93.0% | $5,651-93.3% |