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 8-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 | $22,371 | $29,660-24.6% | $56,411-60.3% | $80,856-72.3% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 19.85% | 35.23%-15.4pp | 1701.33%-1681.5pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,366 | $669+104.1% | $1,039+31.5% | $2,755-50.4% |
| Participant deferral / active EE | $1,719 | $1,226+40.2% | $1,952-12.0% | $4,296-60.0% |
| Admin fee / account holder | $463 | $2,428-80.9% | $2,829-83.6% | $6,918-93.3% |