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 4-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 | $5,739 | $27,915-79.4% | $58,482-90.2% | $75,163-92.4% |
| Participation rate | 57.1% | 38.8%+18.3pp | 50.9%+6.3pp | 67.2%-10.0pp |
| Annual return | 34.24% | 44.20%-10.0pp | 4239.32%-4205.1pp | 160.62%-126.4pp |
| Employer contribution / active EE | $692 | $669+3.5% | $1,053-34.3% | $2,670-74.1% |
| Participant deferral / active EE | $1,664 | $1,201+38.5% | $1,924-13.5% | $4,125-59.7% |
| Admin fee / account holder | $646 | $1,726-62.6% | $2,516-74.3% | $5,651-88.6% |