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 | $14,781 | $27,915-47.1% | $58,482-74.7% | $75,163-80.3% |
| Participation rate | 21.1% | 38.8%-17.8pp | 50.9%-29.8pp | 67.2%-46.1pp |
| Annual return | 26.45% | 44.20%-17.7pp | 4239.32%-4212.9pp | 160.62%-134.2pp |
| Employer contribution / active EE | $524 | $669-21.7% | $1,053-50.2% | $2,670-80.4% |
| Participant deferral / active EE | $1,056 | $1,201-12.1% | $1,924-45.1% | $4,125-74.4% |
| Admin fee / account holder | $665 | $1,726-61.5% | $2,516-73.6% | $5,651-88.2% |