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 | $18,874 | $30,400-37.9% | $53,898-65.0% | $84,808-77.7% |
| Participation rate | 68.0% | 46.4%+21.6pp | 55.0%+13.0pp | 68.3%-0.3pp |
| Annual return | 23.70% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,227 | $603+435.4% | $932+246.2% | $2,631+22.6% |
| Participant deferral / active EE | $953 | $1,199-20.5% | $1,826-47.8% | $4,212-77.4% |
| Admin fee / account holder | $1,163 | $1,993-41.6% | $2,491-53.3% | $7,344-84.2% |