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 10-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 | $16,797 | $75,828-77.8% | $147,614-88.6% | $59,632-71.8% |
| Participation rate | 55.3% | 71.6%-16.3pp | 84.6%-29.3pp | 68.7%-13.4pp |
| Annual return | -1.19% | 0.37%-1.6pp | 61.98%-63.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $415 | $3,485-88.1% | $5,564-92.5% | $2,203-81.2% |
| Participant deferral / active EE | $1,182 | $3,130-62.2% | $4,895-75.8% | $3,192-63.0% |
| Admin fee / account holder | $1,513 | $5,985-74.7% | $11,611-87.0% | $4,297-64.8% |