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 | $24,367 | $29,660-17.8% | $56,411-56.8% | $80,856-69.9% |
| Participation rate | 57.1% | 41.6%+15.5pp | 52.5%+4.7pp | 67.6%-10.5pp |
| Annual return | 13.82% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,062 | $669+58.7% | $1,039+2.3% | $2,755-61.4% |
| Participant deferral / active EE | $2,869 | $1,226+134.0% | $1,952+47.0% | $4,296-33.2% |
| Admin fee / account holder | $2,170 | $2,428-10.6% | $2,829-23.3% | $6,918-68.6% |