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 | $20,446 | $44,960-54.5% | $84,966-75.9% | $74,495-72.6% |
| Participation rate | 16.0% | 49.4%-33.3pp | 67.5%-51.5pp | 67.2%-51.2pp |
| Annual return | 38.95% | 26.24%+12.7pp | 66.38%-27.4pp | 1364.94%-1326.0pp |
| Employer contribution / active EE | $755 | $1,457-48.2% | $2,727-72.3% | $2,623-71.2% |
| Participant deferral / active EE | $1,432 | $2,731-47.5% | $4,519-68.3% | $4,346-67.0% |
| Admin fee / account holder | $1,804 | $2,209-18.3% | $6,149-70.7% | $1,942-7.1% |