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 | $16,106 | $29,660-45.7% | $56,411-71.4% | $80,856-80.1% |
| Participation rate | 40.0% | 41.6%-1.6pp | 52.5%-12.5pp | 67.6%-27.6pp |
| Annual return | 22.25% | 35.23%-13.0pp | 1701.33%-1679.1pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,039 | $669+55.2% | $1,0390% | $2,755-62.3% |
| Participant deferral / active EE | $1,606 | $1,226+31.0% | $1,952-17.7% | $4,296-62.6% |
| Admin fee / account holder | $1,721 | $2,428-29.1% | $2,829-39.2% | $6,918-75.1% |