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 | $34,108 | $30,400+12.2% | $53,898-36.7% | $84,808-59.8% |
| Participation rate | 9.8% | 46.4%-36.7pp | 55.0%-45.2pp | 68.3%-58.6pp |
| Annual return | 23.44% | 500.19%-476.7pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $95 | $603-84.2% | $932-89.8% | $2,631-96.4% |
| Participant deferral / active EE | $668 | $1,199-44.3% | $1,826-63.4% | $4,212-84.1% |
| Admin fee / account holder | $481 | $1,993-75.9% | $2,491-80.7% | $7,344-93.5% |