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 | $17,221 | $29,660-41.9% | $56,411-69.5% | $80,856-78.7% |
| Participation rate | 45.7% | 41.6%+4.0pp | 52.5%-6.8pp | 67.6%-22.0pp |
| Annual return | 13.17% | 35.23%-22.1pp | 1701.33%-1688.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,016 | $669+51.8% | $1,039-2.2% | $2,755-63.1% |
| Participant deferral / active EE | $3,315 | $1,226+170.4% | $1,952+69.8% | $4,296-22.8% |
| Admin fee / account holder | $616 | $2,428-74.6% | $2,829-78.2% | $6,918-91.1% |