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 | $20,228 | $40,385-49.9% | $80,569-74.9% | $74,419-72.8% |
| Participation rate | 20.3% | 47.4%-27.2pp | 67.0%-46.7pp | 70.7%-50.5pp |
| Annual return | 19.00% | 164.85%-145.8pp | 935.43%-916.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $486 | $1,496-67.5% | $2,723-82.2% | $2,637-81.6% |
| Participant deferral / active EE | $628 | $2,674-76.5% | $4,447-85.9% | $4,528-86.1% |
| Admin fee / account holder | $323 | $720-55.1% | $5,377-94.0% | $348-7.1% |