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 | $18,133 | $30,400-40.4% | $53,898-66.4% | $84,808-78.6% |
| Participation rate | 55.8% | 46.4%+9.4pp | 55.0%+0.9pp | 68.3%-12.5pp |
| Annual return | 20.06% | 500.19%-480.1pp | 528.60%-508.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $919 | $603+52.4% | $932-1.4% | $2,631-65.1% |
| Participant deferral / active EE | $1,090 | $1,199-9.0% | $1,826-40.3% | $4,212-74.1% |
| Admin fee / account holder | $580 | $1,993-70.9% | $2,491-76.7% | $7,344-92.1% |