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 | $18,080 | $56,053-67.7% | $75,972-76.2% | $80,856-77.6% |
| Participation rate | 57.6% | 62.0%-4.5pp | 69.1%-11.5pp | 67.6%-10.1pp |
| Annual return | 14.06% | 20.53%-6.5pp | 359.55%-345.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,035 | $1,874-44.8% | $2,685-61.5% | $2,755-62.4% |
| Participant deferral / active EE | $1,953 | $3,052-36.0% | $4,255-54.1% | $4,296-54.5% |
| Admin fee / account holder | $806 | $5,234-84.6% | $6,467-87.5% | $6,918-88.3% |