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 | $23,791 | $30,588-22.2% | $53,898-55.9% | $85,563-72.2% |
| Participation rate | 9.8% | 26.3%-16.5pp | 55.0%-45.2pp | 66.0%-56.2pp |
| Annual return | 23.39% | 50.42%-27.0pp | 528.60%-505.2pp | 31.51%-8.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $473 | $848-44.3% | $1,826-74.1% | $4,375-89.2% |
| Admin fee / account holder | $617 | $1,879-67.2% | $2,491-75.2% | $834-26.0% |