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 3-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 | $22,328 | $29,660-24.7% | $56,411-60.4% | $80,856-72.4% |
| Participation rate | 12.3% | 41.6%-29.4pp | 52.5%-40.2pp | 67.6%-55.4pp |
| Annual return | 18.01% | 35.23%-17.2pp | 1701.33%-1683.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $329 | $669-50.8% | $1,039-68.3% | $2,755-88.1% |
| Participant deferral / active EE | $1,088 | $1,226-11.3% | $1,952-44.3% | $4,296-74.7% |
| Admin fee / account holder | $396 | $2,428-83.7% | $2,829-86.0% | $6,918-94.3% |