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 | $11,159 | $99,918-88.8% | $81,382-86.3% | $145,922-92.4% |
| Participation rate | 47.8% | 74.2%-26.3pp | 69.5%-21.7pp | 80.3%-32.5pp |
| Annual return | 14.85% | 34.32%-19.5pp | 24.73%-9.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,954 | $2,978-34.4% | $2,463-20.7% | $4,660-58.1% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,224 | $8,212-36.4% | $5,768-9.4% | $13,397-61.0% |