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 | $23,925 | $102,604-76.7% | $86,188-72.2% | $139,434-82.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.05% | 1922.51%-1910.5pp | 1168.45%-1156.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,387 | $3,032-54.3% | $2,380-41.7% | $4,751-70.8% |
| Participant deferral / active EE | $5,384 | $4,676+15.2% | $3,985+35.1% | $6,710-19.8% |
| Admin fee / account holder | $3,901 | $8,657-54.9% | $6,852-43.1% | $11,403-65.8% |