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 | $23,624 | $83,902-71.8% | $167,512-85.9% | $84,808-72.1% |
| Participation rate | 62.7% | 66.5%-3.7pp | 77.1%-14.3pp | 68.3%-5.6pp |
| Annual return | 18.46% | 91.55%-73.1pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $813 | $2,264-64.1% | $3,882-79.1% | $2,631-69.1% |
| Participant deferral / active EE | $2,381 | $4,442-46.4% | $6,405-62.8% | $4,212-43.5% |
| Admin fee / account holder | $2,037 | $7,915-74.3% | $9,769-79.1% | $7,344-72.3% |