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 | $25,492 | $29,660-14.1% | $56,411-54.8% | $80,856-68.5% |
| Participation rate | 14.7% | 41.6%-26.9pp | 52.5%-37.8pp | 67.6%-52.9pp |
| Annual return | 15.27% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $356 | $669-46.9% | $1,039-65.8% | $2,755-87.1% |
| Participant deferral / active EE | $640 | $1,226-47.8% | $1,952-67.2% | $4,296-85.1% |
| Admin fee / account holder | $1,417 | $2,428-41.6% | $2,829-49.9% | $6,918-79.5% |