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 | $12,772 | $48,230-73.5% | $67,502-81.1% | $80,856-84.2% |
| Participation rate | 28.7% | 66.4%-37.6pp | 72.9%-44.1pp | 67.6%-38.9pp |
| Annual return | 23.91% | 18.28%+5.6pp | 3512.12%-3488.2pp | 35.59%-11.7pp |
| Employer contribution / active EE | $529 | $2,020-73.8% | $2,731-80.6% | $2,755-80.8% |
| Participant deferral / active EE | $925 | $2,924-68.4% | $4,000-76.9% | $4,296-78.5% |
| Admin fee / account holder | $5,396 | $3,681+46.6% | $3,998+35.0% | $6,918-22.0% |