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 | $29,959 | $55,415-45.9% | $155,509-80.7% | $74,495-59.8% |
| Participation rate | 35.6% | 61.9%-26.3pp | 78.2%-42.6pp | 67.2%-31.6pp |
| Annual return | 35.01% | 268.50%-233.5pp | 64.67%-29.7pp | 1364.94%-1329.9pp |
| Employer contribution / active EE | $978 | $2,267-56.9% | $4,672-79.1% | $2,623-62.7% |
| Participant deferral / active EE | $1,431 | $2,836-49.5% | $5,626-74.6% | $4,346-67.1% |
| Admin fee / account holder | $4,219 | $1,738+142.7% | $15,912-73.5% | $1,942+117.3% |