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 | $3,913 | $27,915-86.0% | $58,482-93.3% | $75,163-94.8% |
| Participation rate | 37.2% | 38.8%-1.6pp | 50.9%-13.6pp | 67.2%-30.0pp |
| Annual return | 23.14% | 44.20%-21.1pp | 4239.32%-4216.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $566 | $669-15.3% | $1,053-46.2% | $2,670-78.8% |
| Participant deferral / active EE | $1,082 | $1,201-9.9% | $1,924-43.7% | $4,125-73.8% |
| Admin fee / account holder | $333 | $1,726-80.7% | $2,516-86.8% | $5,651-94.1% |