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 7-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 | $16,683 | $27,839-40.1% | $58,482-71.5% | $71,457-76.7% |
| Participation rate | 20.8% | 34.5%-13.8pp | 50.9%-30.1pp | 67.9%-47.2pp |
| Annual return | 18.32% | 26.81%-8.5pp | 4239.32%-4221.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $420 | $631-33.3% | $1,053-60.1% | $2,588-83.8% |
| Participant deferral / active EE | $693 | $1,206-42.5% | $1,924-64.0% | $4,289-83.8% |
| Admin fee / account holder | $415 | $1,641-74.7% | $2,516-83.5% | $1,587-73.8% |