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 | $22,147 | $60,124-63.2% | $90,404-75.5% | $79,858-72.3% |
| Participation rate | 34.4% | 65.0%-30.6pp | 72.7%-38.3pp | 69.6%-35.3pp |
| Annual return | 11.22% | 71.94%-60.7pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $700 | $2,068-66.1% | $3,262-78.5% | $2,471-71.7% |
| Participant deferral / active EE | $798 | $2,938-72.9% | $3,963-79.9% | $3,740-78.7% |
| Admin fee / account holder | $1,545 | $3,976-61.1% | $5,611-72.5% | $5,306-70.9% |