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 | $11,695 | $27,839-58.0% | $58,482-80.0% | $71,457-83.6% |
| Participation rate | 14.0% | 34.5%-20.5pp | 50.9%-36.9pp | 67.9%-53.9pp |
| Annual return | 26.00% | 26.81%-0.8pp | 4239.32%-4213.3pp | 28.85%-2.8pp |
| Employer contribution / active EE | $372 | $631-41.0% | $1,053-64.7% | $2,588-85.6% |
| Participant deferral / active EE | $691 | $1,206-42.8% | $1,924-64.1% | $4,289-83.9% |
| Admin fee / account holder | $476 | $1,641-71.0% | $2,516-81.1% | $1,587-70.0% |