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 | $17,035 | $29,660-42.6% | $56,411-69.8% | $80,856-78.9% |
| Participation rate | 33.3% | 41.6%-8.3pp | 52.5%-19.1pp | 67.6%-34.3pp |
| Annual return | 17.51% | 35.23%-17.7pp | 1701.33%-1683.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $516 | $669-22.9% | $1,039-50.3% | $2,755-81.3% |
| Participant deferral / active EE | $1,528 | $1,226+24.6% | $1,952-21.7% | $4,296-64.4% |
| Admin fee / account holder | $849 | $2,428-65.0% | $2,829-70.0% | $6,918-87.7% |