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 | $21,940 | $83,902-73.9% | $167,512-86.9% | $84,808-74.1% |
| Participation rate | 21.0% | 66.5%-45.5pp | 77.1%-56.1pp | 68.3%-47.3pp |
| Annual return | 16.16% | 91.55%-75.4pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $512 | $2,264-77.4% | $3,882-86.8% | $2,631-80.5% |
| Participant deferral / active EE | $1,640 | $4,442-63.1% | $6,405-74.4% | $4,212-61.1% |
| Admin fee / account holder | $8,393 | $7,915+6.0% | $9,769-14.1% | $7,344+14.3% |