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 | $18,185 | $29,660-38.7% | $56,411-67.8% | $80,856-77.5% |
| Participation rate | 41.2% | 41.6%-0.5pp | 52.5%-11.3pp | 67.6%-26.5pp |
| Annual return | 12.05% | 35.23%-23.2pp | 1701.33%-1689.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,282 | $669+91.5% | $1,039+23.4% | $2,755-53.5% |
| Participant deferral / active EE | $1,773 | $1,226+44.7% | $1,952-9.1% | $4,296-58.7% |
| Admin fee / account holder | $2,902 | $2,428+19.5% | $2,829+2.6% | $6,918-58.1% |