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 | $16,199 | $31,310-48.3% | $53,898-69.9% | $74,304-78.2% |
| Participation rate | 19.7% | 30.7%-11.0pp | 55.0%-35.3pp | 60.3%-40.7pp |
| Annual return | 17.41% | 23.16%-5.8pp | 528.60%-511.2pp | 29.43%-12.0pp |
| Employer contribution / active EE | $461 | $450+2.5% | $932-50.5% | $2,241-79.4% |
| Participant deferral / active EE | $1,065 | $934+14.0% | $1,826-41.7% | $3,767-71.7% |
| Admin fee / account holder | $6,166 | $2,175+183.4% | $2,491+147.5% | $2,969+107.7% |