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 | $13,342 | $29,660-55.0% | $56,411-76.3% | $80,856-83.5% |
| Participation rate | 23.3% | 41.6%-18.3pp | 52.5%-29.1pp | 67.6%-44.3pp |
| Annual return | 51.87% | 35.23%+16.6pp | 1701.33%-1649.5pp | 35.59%+16.3pp |
| Employer contribution / active EE | $610 | $669-8.8% | $1,039-41.2% | $2,755-77.8% |
| Participant deferral / active EE | $2,099 | $1,226+71.2% | $1,952+7.5% | $4,296-51.1% |
| Admin fee / account holder | $372 | $2,428-84.7% | $2,829-86.9% | $6,918-94.6% |