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 | $21,629 | $99,877-78.3% | $84,966-74.5% | $145,922-85.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 11.71% | 83.76%-72.1pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $567 | $3,231-82.4% | $2,727-79.2% | $4,660-87.8% |
| Participant deferral / active EE | $2,807 | $5,291-46.9% | $4,519-37.9% | $6,688-58.0% |
| Admin fee / account holder | $1,903 | $7,248-73.7% | $6,149-69.0% | $13,397-85.8% |