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 | $23,873 | $53,516-55.4% | $126,539-81.1% | $84,808-71.8% |
| Participation rate | 30.2% | 58.2%-28.0pp | 69.8%-39.6pp | 68.3%-38.1pp |
| Annual return | 19.13% | 58.34%-39.2pp | 425.95%-406.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $827 | $1,535-46.1% | $3,674-77.5% | $2,631-68.6% |
| Participant deferral / active EE | $1,011 | $2,671-62.2% | $4,083-75.2% | $4,212-76.0% |
| Admin fee / account holder | $452 | $4,497-89.9% | $6,065-92.5% | $7,344-93.8% |