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 | $23,346 | $48,795-52.2% | $65,493-64.4% | $84,808-72.5% |
| Participation rate | 33.3% | 67.0%-33.6pp | 73.1%-39.8pp | 68.3%-35.0pp |
| Annual return | 21.98% | 20.20%+1.8pp | 982.45%-960.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,081 | $1,930-44.0% | $2,574-58.0% | $2,631-58.9% |
| Participant deferral / active EE | $1,187 | $2,928-59.5% | $3,961-70.0% | $4,212-71.8% |
| Admin fee / account holder | $1,189 | $3,877-69.3% | $5,028-76.3% | $7,344-83.8% |