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 | $23,482 | $29,660-20.8% | $56,411-58.4% | $80,856-71.0% |
| Participation rate | 11.9% | 41.6%-29.7pp | 52.5%-40.6pp | 67.6%-55.7pp |
| Annual return | 23.79% | 35.23%-11.4pp | 1701.33%-1677.5pp | 35.59%-11.8pp |
| Employer contribution / active EE | $215 | $669-67.8% | $1,039-79.3% | $2,755-92.2% |
| Participant deferral / active EE | $528 | $1,226-57.0% | $1,952-73.0% | $4,296-87.7% |
| Admin fee / account holder | $3,542 | $2,428+45.9% | $2,829+25.2% | $6,918-48.8% |