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 4-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 | $7,223 | $31,310-76.9% | $53,898-86.6% | $74,304-90.3% |
| Participation rate | 17.1% | 30.7%-13.5pp | 55.0%-37.8pp | 60.3%-43.2pp |
| Annual return | 21.14% | 23.16%-2.0pp | 528.60%-507.5pp | 29.43%-8.3pp |
| Employer contribution / active EE | $253 | $450-43.7% | $932-72.8% | $2,241-88.7% |
| Participant deferral / active EE | $467 | $934-50.0% | $1,826-74.4% | $3,767-87.6% |
| Admin fee / account holder | $1,161 | $2,175-46.6% | $2,491-53.4% | $2,969-60.9% |