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 | $18,156 | $29,660-38.8% | $56,411-67.8% | $80,856-77.5% |
| Participation rate | 64.1% | 41.6%+22.5pp | 52.5%+11.6pp | 67.6%-3.5pp |
| Annual return | 11.93% | 35.23%-23.3pp | 1701.33%-1689.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $326 | $669-51.3% | $1,039-68.6% | $2,755-88.2% |
| Participant deferral / active EE | $1,638 | $1,226+33.6% | $1,952-16.1% | $4,296-61.9% |
| Admin fee / account holder | $729 | $2,428-70.0% | $2,829-74.2% | $6,918-89.5% |