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 | $21,667 | $29,660-26.9% | $56,411-61.6% | $80,856-73.2% |
| Participation rate | 12.7% | 41.6%-29.0pp | 52.5%-39.8pp | 67.6%-55.0pp |
| Annual return | 12.28% | 35.23%-22.9pp | 1701.33%-1689.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $245 | $669-63.5% | $1,039-76.5% | $2,755-91.1% |
| Participant deferral / active EE | $706 | $1,226-42.4% | $1,952-63.8% | $4,296-83.6% |
| Admin fee / account holder | $417 | $2,428-82.8% | $2,829-85.3% | $6,918-94.0% |