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 | $22,482 | $99,877-77.5% | $84,966-73.5% | $145,922-84.6% |
| Participation rate | 18.2% | 74.1%-55.9pp | 67.5%-49.3pp | 80.3%-62.1pp |
| Annual return | 13.11% | 83.76%-70.6pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $530 | $3,231-83.6% | $2,727-80.6% | $4,660-88.6% |
| Participant deferral / active EE | $1,416 | $5,291-73.2% | $4,519-68.7% | $6,688-78.8% |
| Admin fee / account holder | $3,494 | $7,248-51.8% | $6,149-43.2% | $13,397-73.9% |