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 | $18,477 | $30,400-39.2% | $53,898-65.7% | $84,808-78.2% |
| Participation rate | 13.0% | 46.4%-33.4pp | 55.0%-41.9pp | 68.3%-55.3pp |
| Annual return | 20.26% | 500.19%-479.9pp | 528.60%-508.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $134 | $603-77.8% | $932-85.6% | $2,631-94.9% |
| Participant deferral / active EE | $742 | $1,199-38.1% | $1,826-59.4% | $4,212-82.4% |
| Admin fee / account holder | $459 | $1,993-77.0% | $2,491-81.6% | $7,344-93.7% |