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 9-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 | $19,297 | $48,795-60.5% | $65,493-70.5% | $84,808-77.2% |
| Participation rate | 52.5% | 67.0%-14.5pp | 73.1%-20.6pp | 68.3%-15.8pp |
| Annual return | 15.66% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $987 | $1,930-48.8% | $2,574-61.6% | $2,631-62.5% |
| Participant deferral / active EE | $1,997 | $2,928-31.8% | $3,961-49.6% | $4,212-52.6% |
| Admin fee / account holder | $21,506 | $3,877+454.7% | $5,028+327.7% | $7,344+192.9% |