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 6-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 | $31,392 | $70,756-55.6% | $65,493-52.1% | $142,382-78.0% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 17.83% | 1754.89%-1737.1pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,198 | $2,881-58.4% | $2,574-53.5% | $4,299-72.1% |
| Participant deferral / active EE | $2,515 | $4,637-45.8% | $3,961-36.5% | $6,507-61.3% |
| Admin fee / account holder | $364 | $6,559-94.5% | $5,028-92.8% | $12,624-97.1% |