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 3-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 | $3,419 | $30,400-88.8% | $53,898-93.7% | $84,808-96.0% |
| Participation rate | 57.3% | 46.4%+10.9pp | 55.0%+2.4pp | 68.3%-11.0pp |
| Annual return | 22.57% | 500.19%-477.6pp | 528.60%-506.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $226 | $603-62.5% | $932-75.7% | $2,631-91.4% |
| Participant deferral / active EE | $426 | $1,199-64.5% | $1,826-76.7% | $4,212-89.9% |
| Admin fee / account holder | $409 | $1,993-79.5% | $2,491-83.6% | $7,344-94.4% |