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 | $15,949 | $83,902-81.0% | $167,512-90.5% | $84,808-81.2% |
| Participation rate | 42.9% | 66.5%-23.6pp | 77.1%-34.2pp | 68.3%-25.5pp |
| Annual return | 21.13% | 91.55%-70.4pp | 1615.79%-1594.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,455 | $2,264-35.7% | $3,882-62.5% | $2,631-44.7% |
| Participant deferral / active EE | $2,030 | $4,442-54.3% | $6,405-68.3% | $4,212-51.8% |
| Admin fee / account holder | $3,024 | $7,915-61.8% | $9,769-69.0% | $7,344-58.8% |