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 7-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 | $23,000 | $64,839-64.5% | $95,585-75.9% | $84,808-72.9% |
| Participation rate | 59.1% | 63.8%-4.7pp | 72.1%-13.0pp | 68.3%-9.2pp |
| Annual return | 16.58% | -670.96%+687.5pp | 38.56%-22.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $732 | $1,759-58.4% | $2,527-71.0% | $2,631-72.2% |
| Participant deferral / active EE | $1,342 | $2,965-54.7% | $4,023-66.6% | $4,212-68.1% |
| Admin fee / account holder | $1,522 | $5,964-74.5% | $6,127-75.2% | $7,344-79.3% |