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 | $20,601 | $30,400-32.2% | $53,898-61.8% | $84,808-75.7% |
| Participation rate | 61.5% | 46.4%+15.1pp | 55.0%+6.6pp | 68.3%-6.8pp |
| Annual return | 22.44% | 500.19%-477.7pp | 528.60%-506.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,333 | $603+121.2% | $932+43.0% | $2,631-49.3% |
| Participant deferral / active EE | $2,270 | $1,199+89.4% | $1,826+24.3% | $4,212-46.1% |
| Admin fee / account holder | $1,330 | $1,993-33.3% | $2,491-46.6% | $7,344-81.9% |