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 | $18,762 | $29,660-36.7% | $56,411-66.7% | $80,856-76.8% |
| Participation rate | 11.5% | 41.6%-30.2pp | 52.5%-41.0pp | 67.6%-56.2pp |
| Annual return | 12.04% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $140 | $669-79.0% | $1,039-86.5% | $2,755-94.9% |
| Participant deferral / active EE | $284 | $1,226-76.8% | $1,952-85.4% | $4,296-93.4% |
| Admin fee / account holder | $747 | $2,428-69.2% | $2,829-73.6% | $6,918-89.2% |