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 7-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 | $24,857 | $30,588-18.7% | $53,898-53.9% | $85,563-70.9% |
| Participation rate | 14.3% | 26.3%-12.1pp | 55.0%-40.7pp | 66.0%-51.7pp |
| Annual return | 15.13% | 50.42%-35.3pp | 528.60%-513.5pp | 31.51%-16.4pp |
| Employer contribution / active EE | $92 | $436-78.8% | $932-90.1% | $2,654-96.5% |
| Participant deferral / active EE | $734 | $848-13.5% | $1,826-59.8% | $4,375-83.2% |
| Admin fee / account holder | $1,522 | $1,879-19.0% | $2,491-38.9% | $834+82.5% |