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 | $15,372 | $27,915-44.9% | $58,482-73.7% | $75,163-79.5% |
| Participation rate | 12.5% | 38.8%-26.3pp | 50.9%-38.4pp | 67.2%-54.7pp |
| Annual return | 39.69% | 44.20%-4.5pp | 4239.32%-4199.6pp | 160.62%-120.9pp |
| Employer contribution / active EE | $195 | $669-70.9% | $1,053-81.5% | $2,670-92.7% |
| Participant deferral / active EE | $1,106 | $1,201-7.9% | $1,924-42.5% | $4,125-73.2% |
| Admin fee / account holder | $324 | $1,726-81.2% | $2,516-87.1% | $5,651-94.3% |