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 9-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 | $21,998 | $39,019-43.6% | $80,716-72.7% | $85,850-74.4% |
| Participation rate | 18.8% | 41.5%-22.8pp | 54.2%-35.4pp | 69.3%-50.6pp |
| Annual return | 15.96% | 26.27%-10.3pp | 87.28%-71.3pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $307 | $1,326-76.8% | $2,146-85.7% | $3,952-92.2% |
| Admin fee / account holder | $1,212 | $2,431-50.1% | $3,380-64.1% | $6,260-80.6% |