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 6-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 | $24,772 | $56,053-55.8% | $75,972-67.4% | $80,856-69.4% |
| Participation rate | 44.4% | 62.0%-17.6pp | 69.1%-24.6pp | 67.6%-23.2pp |
| Annual return | 14.63% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,213 | $1,874-35.3% | $2,685-54.8% | $2,755-56.0% |
| Participant deferral / active EE | $1,989 | $3,052-34.8% | $4,255-53.2% | $4,296-53.7% |
| Admin fee / account holder | $3,603 | $5,234-31.2% | $6,467-44.3% | $6,918-47.9% |