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 | $18,586 | $99,341-81.3% | $84,750-78.1% | $273,961-93.2% |
| Participation rate | 14.3% | 80.7%-66.4pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $916 | $4,214-78.3% | $3,574-74.4% | $4,869-81.2% |
| Participant deferral / active EE | $1,643 | $4,269-61.5% | $3,712-55.7% | $5,287-68.9% |
| Admin fee / account holder | $307 | $6,644-95.4% | $5,332-94.2% | $10,132-97.0% |