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 8-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 | $18,010 | $65,561-72.5% | $86,188-79.1% | $75,163-76.0% |
| Participation rate | 34.7% | 60.5%-25.8pp | 69.0%-34.2pp | 67.2%-32.5pp |
| Annual return | 23.36% | 46.05%-22.7pp | 1168.45%-1145.1pp | 160.62%-137.3pp |
| Employer contribution / active EE | $470 | $1,553-69.7% | $2,380-80.2% | $2,670-82.4% |
| Participant deferral / active EE | $1,774 | $3,024-41.3% | $3,985-55.5% | $4,125-57.0% |
| Admin fee / account holder | $506 | $5,474-90.8% | $6,852-92.6% | $5,651-91.0% |