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 | $32,921 | $29,660+11.0% | $56,411-41.6% | $80,856-59.3% |
| Participation rate | 18.2% | 41.6%-23.5pp | 52.5%-34.3pp | 67.6%-49.5pp |
| Annual return | 16.23% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $398 | $669-40.6% | $1,039-61.7% | $2,755-85.6% |
| Participant deferral / active EE | $785 | $1,226-35.9% | $1,952-59.8% | $4,296-81.7% |
| Admin fee / account holder | $2,130 | $2,428-12.2% | $2,829-24.7% | $6,918-69.2% |