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 | $14,970 | $27,915-46.4% | $58,482-74.4% | $75,163-80.1% |
| Participation rate | 48.0% | 38.8%+9.2pp | 50.9%-2.9pp | 67.2%-19.2pp |
| Annual return | 29.29% | 44.20%-14.9pp | 4239.32%-4210.0pp | 160.62%-131.3pp |
| Employer contribution / active EE | $1,096 | $669+63.8% | $1,053+4.0% | $2,670-59.0% |
| Participant deferral / active EE | $2,268 | $1,201+88.8% | $1,924+17.9% | $4,125-45.0% |
| Admin fee / account holder | $1,347 | $1,726-21.9% | $2,516-46.4% | $5,651-76.2% |