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 | $23,844 | $83,902-71.6% | $167,512-85.8% | $84,808-71.9% |
| Participation rate | 41.0% | 66.5%-25.4pp | 77.1%-36.0pp | 68.3%-27.3pp |
| Annual return | 17.79% | 91.55%-73.8pp | 1615.79%-1598.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $808 | $2,264-64.3% | $3,882-79.2% | $2,631-69.3% |
| Participant deferral / active EE | $1,725 | $4,442-61.2% | $6,405-73.1% | $4,212-59.0% |
| Admin fee / account holder | $2,006 | $7,915-74.7% | $9,769-79.5% | $7,344-72.7% |