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 5-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 | $23,184 | $54,701-57.6% | $86,188-73.1% | $71,457-67.6% |
| Participation rate | 45.5% | 60.1%-14.6pp | 69.0%-23.4pp | 67.9%-22.4pp |
| Annual return | 18.09% | 20.06%-2.0pp | 1168.45%-1150.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $396 | $1,265-68.7% | $2,380-83.4% | $2,588-84.7% |
| Participant deferral / active EE | $3,076 | $3,108-1.0% | $3,985-22.8% | $4,289-28.3% |
| Admin fee / account holder | $2,941 | $1,922+53.0% | $6,852-57.1% | $1,587+85.3% |