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 | $13,266 | $30,400-56.4% | $53,898-75.4% | $84,808-84.4% |
| Participation rate | 41.5% | 46.4%-5.0pp | 55.0%-13.5pp | 68.3%-26.8pp |
| Annual return | 58.22% | 500.19%-442.0pp | 528.60%-470.4pp | 40.90%+17.3pp |
| Employer contribution / active EE | $466 | $603-22.6% | $932-50.0% | $2,631-82.3% |
| Participant deferral / active EE | $805 | $1,199-32.8% | $1,826-55.9% | $4,212-80.9% |
| Admin fee / account holder | $5,253 | $1,993+163.5% | $2,491+110.9% | $7,344-28.5% |