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 | $32,235 | $41,078-21.5% | $80,569-60.0% | $71,457-54.9% |
| Participation rate | 14.8% | 50.2%-35.4pp | 67.0%-52.2pp | 67.9%-53.1pp |
| Annual return | 18.70% | 38.45%-19.8pp | 935.43%-916.7pp | 28.85%-10.1pp |
| Employer contribution / active EE | $611 | $1,506-59.4% | $2,723-77.6% | $2,588-76.4% |
| Participant deferral / active EE | $1,467 | $2,699-45.6% | $4,447-67.0% | $4,289-65.8% |
| Admin fee / account holder | $1,277 | $1,840-30.6% | $5,377-76.2% | $1,587-19.5% |