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 3-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 | $25,250 | $30,400-16.9% | $53,898-53.2% | $84,808-70.2% |
| Participation rate | 20.6% | 46.4%-25.9pp | 55.0%-34.4pp | 68.3%-47.7pp |
| Annual return | 21.99% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $304 | $603-49.6% | $932-67.4% | $2,631-88.5% |
| Participant deferral / active EE | $1,322 | $1,199+10.3% | $1,826-27.6% | $4,212-68.6% |
| Admin fee / account holder | $2,420 | $1,993+21.4% | $2,491-2.8% | $7,344-67.0% |