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 | $23,440 | $104,664-77.6% | $85,682-72.6% | $167,490-86.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 12.89% | 21.45%-8.6pp | 21.49%-8.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,024 | $3,337-69.3% | $2,618-60.9% | $4,837-78.8% |
| Participant deferral / active EE | $3,588 | $4,824-25.6% | $3,923-8.5% | $6,341-43.4% |
| Admin fee / account holder | $995 | $10,032-90.1% | $6,873-85.5% | $12,309-91.9% |