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 | $17,039 | $48,230-64.7% | $67,502-74.8% | $80,856-78.9% |
| Participation rate | 56.5% | 66.4%-9.9pp | 72.9%-16.4pp | 67.6%-11.2pp |
| Annual return | 16.90% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $697 | $2,020-65.5% | $2,731-74.5% | $2,755-74.7% |
| Participant deferral / active EE | $1,028 | $2,924-64.9% | $4,000-74.3% | $4,296-76.1% |
| Admin fee / account holder | $1,073 | $3,681-70.9% | $3,998-73.2% | $6,918-84.5% |