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 7-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 | $23,193 | $29,660-21.8% | $56,411-58.9% | $80,856-71.3% |
| Participation rate | 34.8% | 41.6%-6.9pp | 52.5%-17.7pp | 67.6%-32.9pp |
| Annual return | 15.66% | 35.23%-19.6pp | 1701.33%-1685.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $765 | $669+14.2% | $1,039-26.4% | $2,755-72.2% |
| Participant deferral / active EE | $1,560 | $1,226+27.3% | $1,952-20.1% | $4,296-63.7% |
| Admin fee / account holder | $786 | $2,428-67.6% | $2,829-72.2% | $6,918-88.6% |