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 | $17,522 | $30,400-42.4% | $53,898-67.5% | $84,808-79.3% |
| Participation rate | 9.3% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-59.0pp |
| Annual return | 19.77% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $122 | $603-79.7% | $932-86.9% | $2,631-95.4% |
| Participant deferral / active EE | $311 | $1,199-74.1% | $1,826-83.0% | $4,212-92.6% |
| Admin fee / account holder | $1,906 | $1,993-4.4% | $2,491-23.5% | $7,344-74.0% |