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 | $21,645 | $30,588-29.2% | $53,898-59.8% | $85,563-74.7% |
| Participation rate | 4.7% | 26.3%-21.6pp | 55.0%-50.2pp | 66.0%-61.2pp |
| Annual return | 21.84% | 50.42%-28.6pp | 528.60%-506.8pp | 31.51%-9.7pp |
| Employer contribution / active EE | $111 | $436-74.5% | $932-88.1% | $2,654-95.8% |
| Participant deferral / active EE | $382 | $848-55.0% | $1,826-79.1% | $4,375-91.3% |
| Admin fee / account holder | $3,428 | $1,879+82.4% | $2,491+37.6% | $834+310.9% |