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 | $7,192 | $30,400-76.3% | $53,898-86.7% | $84,808-91.5% |
| Participation rate | 59.5% | 46.4%+13.1pp | 55.0%+4.6pp | 68.3%-8.8pp |
| Annual return | 21.80% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $597 | $603-0.9% | $932-35.9% | $2,631-77.3% |
| Participant deferral / active EE | $1,854 | $1,199+54.7% | $1,826+1.5% | $4,212-56.0% |
| Admin fee / account holder | $310 | $1,993-84.4% | $2,491-87.5% | $7,344-95.8% |