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 | $13,818 | $60,022-77.0% | $88,946-84.5% | $84,808-83.7% |
| Participation rate | 23.3% | 57.8%-34.5pp | 68.8%-45.5pp | 68.3%-45.0pp |
| Annual return | 113.54% | 22.43%+91.1pp | 57.82%+55.7pp | 40.90%+72.6pp |
| Employer contribution / active EE | $1,068 | $1,703-37.3% | $2,555-58.2% | $2,631-59.4% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,655 | $4,811+183.8% | $8,261+65.3% | $7,344+85.9% |