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 7-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 | $21,276 | $34,934-39.1% | $56,411-62.3% | $74,495-71.4% |
| Participation rate | 17.6% | 32.8%-15.2pp | 52.5%-34.8pp | 67.2%-49.6pp |
| Annual return | 13.06% | 25.94%-12.9pp | 1701.33%-1688.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $405 | $609-33.6% | $1,039-61.0% | $2,623-84.6% |
| Participant deferral / active EE | $691 | $1,170-40.9% | $1,952-64.6% | $4,346-84.1% |
| Admin fee / account holder | $2,799 | $2,364+18.4% | $2,829-1.1% | $1,942+44.1% |