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 | $28,071 | $70,606-60.2% | $53,898-47.9% | $142,382-80.3% |
| Participation rate | 18.8% | 63.7%-45.0pp | 55.0%-36.2pp | 80.1%-61.4pp |
| Annual return | 13.23% | 619.81%-606.6pp | 528.60%-515.4pp | 217.08%-203.8pp |
| Employer contribution / active EE | $94 | $1,202-92.2% | $932-89.9% | $4,299-97.8% |
| Participant deferral / active EE | $528 | $2,364-77.7% | $1,826-71.1% | $6,507-91.9% |
| Admin fee / account holder | $2,496 | $2,852-12.5% | $2,491+0.2% | $12,624-80.2% |