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 6-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 | $12,639 | $27,915-54.7% | $58,482-78.4% | $75,163-83.2% |
| Participation rate | 10.4% | 38.8%-28.4pp | 50.9%-40.4pp | 67.2%-56.7pp |
| Annual return | 30.45% | 44.20%-13.8pp | 4239.32%-4208.9pp | 160.62%-130.2pp |
| Employer contribution / active EE | $497 | $669-25.8% | $1,053-52.9% | $2,670-81.4% |
| Participant deferral / active EE | $663 | $1,201-44.8% | $1,924-65.5% | $4,125-83.9% |
| Admin fee / account holder | $2,130 | $1,726+23.4% | $2,516-15.3% | $5,651-62.3% |