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 | $28,871 | $30,400-5.0% | $53,898-46.4% | $84,808-66.0% |
| Participation rate | 19.3% | 46.4%-27.2pp | 55.0%-35.7pp | 68.3%-49.0pp |
| Annual return | 23.25% | 500.19%-476.9pp | 528.60%-505.4pp | 40.90%-17.6pp |
| Employer contribution / active EE | $454 | $603-24.7% | $932-51.3% | $2,631-82.7% |
| Participant deferral / active EE | $857 | $1,199-28.5% | $1,826-53.1% | $4,212-79.7% |
| Admin fee / account holder | $9,270 | $1,993+365.0% | $2,491+272.2% | $7,344+26.2% |