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 | $16,168 | $29,660-45.5% | $56,411-71.3% | $80,856-80.0% |
| Participation rate | 27.8% | 41.6%-13.9pp | 52.5%-24.7pp | 67.6%-39.9pp |
| Annual return | 18.99% | 35.23%-16.2pp | 1701.33%-1682.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $566 | $669-15.5% | $1,039-45.5% | $2,755-79.5% |
| Participant deferral / active EE | $966 | $1,226-21.2% | $1,952-50.5% | $4,296-77.5% |
| Admin fee / account holder | $2,050 | $2,428-15.5% | $2,829-27.5% | $6,918-70.4% |