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 | $17,120 | $64,839-73.6% | $95,585-82.1% | $84,808-79.8% |
| Participation rate | 58.6% | 63.8%-5.2pp | 72.1%-13.5pp | 68.3%-9.7pp |
| Annual return | 21.11% | -670.96%+692.1pp | 38.56%-17.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $639 | $1,759-63.7% | $2,527-74.7% | $2,631-75.7% |
| Participant deferral / active EE | $1,917 | $2,965-35.3% | $4,023-52.3% | $4,212-54.5% |
| Admin fee / account holder | $927 | $5,964-84.5% | $6,127-84.9% | $7,344-87.4% |