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 | $33,920 | $48,795-30.5% | $65,493-48.2% | $84,808-60.0% |
| Participation rate | 21.3% | 67.0%-45.7pp | 73.1%-51.8pp | 68.3%-47.0pp |
| Annual return | 22.39% | 20.20%+2.2pp | 982.45%-960.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $691 | $1,930-64.2% | $2,574-73.2% | $2,631-73.7% |
| Participant deferral / active EE | $1,430 | $2,928-51.2% | $3,961-63.9% | $4,212-66.1% |
| Admin fee / account holder | $391 | $3,877-89.9% | $5,028-92.2% | $7,344-94.7% |