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 4-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 | $13,030 | $41,078-68.3% | $80,569-83.8% | $71,457-81.8% |
| Participation rate | 25.0% | 50.2%-25.2pp | 67.0%-42.0pp | 67.9%-42.9pp |
| Annual return | 70.83% | 38.45%+32.4pp | 935.43%-864.6pp | 28.85%+42.0pp |
| Employer contribution / active EE | $764 | $1,506-49.2% | $2,723-71.9% | $2,588-70.5% |
| Participant deferral / active EE | $1,150 | $2,699-57.4% | $4,447-74.1% | $4,289-73.2% |
| Admin fee / account holder | $1,464 | $1,840-20.4% | $5,377-72.8% | $1,587-7.7% |