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 | $17,379 | $57,281-69.7% | $86,612-79.9% | $75,163-76.9% |
| Participation rate | 21.1% | 63.2%-42.1pp | 71.7%-50.6pp | 67.2%-46.1pp |
| Annual return | 18.15% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.5pp |
| Employer contribution / active EE | $360 | $2,314-84.4% | $3,022-88.1% | $2,670-86.5% |
| Participant deferral / active EE | $1,543 | $3,318-53.5% | $4,438-65.2% | $4,125-62.6% |
| Admin fee / account holder | $1,186 | $4,112-71.2% | $5,614-78.9% | $5,651-79.0% |