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 | $12,586 | $29,660-57.6% | $56,411-77.7% | $80,856-84.4% |
| Participation rate | 48.6% | 41.6%+6.9pp | 52.5%-3.9pp | 67.6%-19.1pp |
| Annual return | 12.50% | 35.23%-22.7pp | 1701.33%-1688.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,544 | $669+130.6% | $1,039+48.6% | $2,755-44.0% |
| Participant deferral / active EE | $830 | $1,226-32.3% | $1,952-57.5% | $4,296-80.7% |
| Admin fee / account holder | $1,130 | $2,428-53.5% | $2,829-60.1% | $6,918-83.7% |