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 | $16,012 | $30,400-47.3% | $53,898-70.3% | $84,808-81.1% |
| Participation rate | 21.3% | 46.4%-25.1pp | 55.0%-33.6pp | 68.3%-47.0pp |
| Annual return | 40.23% | 500.19%-460.0pp | 528.60%-488.4pp | 40.90%-0.7pp |
| Employer contribution / active EE | $551 | $603-8.6% | $932-40.9% | $2,631-79.1% |
| Participant deferral / active EE | $1,067 | $1,199-11.0% | $1,826-41.6% | $4,212-74.7% |
| Admin fee / account holder | $1,373 | $1,993-31.1% | $2,491-44.9% | $7,344-81.3% |