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 | $21,418 | $81,625-73.8% | $58,482-63.4% | $139,434-84.6% |
| Participation rate | 11.8% | 61.3%-49.6pp | 50.9%-39.1pp | 80.3%-68.6pp |
| Annual return | 26.23% | 7404.20%-7378.0pp | 4239.32%-4213.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $153 | $1,398-89.1% | $1,053-85.5% | $4,751-96.8% |
| Participant deferral / active EE | $267 | $2,557-89.6% | $1,924-86.1% | $6,710-96.0% |
| Admin fee / account holder | $452 | $3,265-86.2% | $2,516-82.0% | $11,403-96.0% |