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 | $30,309 | $29,660+2.2% | $56,411-46.3% | $80,856-62.5% |
| Participation rate | 9.3% | 41.6%-32.3pp | 52.5%-43.2pp | 67.6%-58.3pp |
| Annual return | 14.06% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $181 | $669-73.0% | $1,039-82.6% | $2,755-93.4% |
| Participant deferral / active EE | $662 | $1,226-46.0% | $1,952-66.1% | $4,296-84.6% |
| Admin fee / account holder | $618 | $2,428-74.5% | $2,829-78.2% | $6,918-91.1% |