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 | $20,330 | $30,588-33.5% | $53,898-62.3% | $85,563-76.2% |
| Participation rate | 6.2% | 26.3%-20.1pp | 55.0%-48.7pp | 66.0%-59.7pp |
| Annual return | 20.60% | 50.42%-29.8pp | 528.60%-508.0pp | 31.51%-10.9pp |
| Employer contribution / active EE | $125 | $436-71.2% | $932-86.5% | $2,654-95.3% |
| Participant deferral / active EE | $294 | $848-65.4% | $1,826-83.9% | $4,375-93.3% |
| Admin fee / account holder | $2,724 | $1,879+45.0% | $2,491+9.4% | $834+226.6% |