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 | $16,913 | $54,350-68.9% | $82,719-79.6% | $68,494-75.3% |
| Participation rate | 36.0% | 63.9%-27.9pp | 72.6%-36.6pp | 67.9%-31.9pp |
| Annual return | 14.01% | -13.67%+27.7pp | 701.18%-687.2pp | -7.84%+21.9pp |
| Employer contribution / active EE | $678 | $2,218-69.4% | $3,009-77.5% | $2,596-73.9% |
| Participant deferral / active EE | $894 | $3,246-72.4% | $4,395-79.7% | $4,027-77.8% |
| Admin fee / account holder | $2,262 | $4,395-48.5% | $5,329-57.6% | $5,403-58.1% |