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 3-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 | $17,314 | $29,660-41.6% | $56,411-69.3% | $80,856-78.6% |
| Participation rate | 13.5% | 41.6%-28.1pp | 52.5%-39.0pp | 67.6%-54.1pp |
| Annual return | 11.10% | 35.23%-24.1pp | 1701.33%-1690.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $225 | $669-66.4% | $1,039-78.4% | $2,755-91.8% |
| Participant deferral / active EE | $307 | $1,226-75.0% | $1,952-84.3% | $4,296-92.9% |
| Admin fee / account holder | $402 | $2,428-83.5% | $2,829-85.8% | $6,918-94.2% |