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 | $13,772 | $30,400-54.7% | $53,898-74.4% | $84,808-83.8% |
| Participation rate | 65.6% | 46.4%+19.2pp | 55.0%+10.7pp | 68.3%-2.7pp |
| Annual return | 18.00% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $607 | $603+0.7% | $932-34.9% | $2,631-76.9% |
| Participant deferral / active EE | $1,038 | $1,199-13.4% | $1,826-43.2% | $4,212-75.4% |
| Admin fee / account holder | $1,363 | $1,993-31.6% | $2,491-45.3% | $7,344-81.4% |