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 3-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 | $21,731 | $83,902-74.1% | $167,512-87.0% | $84,808-74.4% |
| Participation rate | 57.6% | 66.5%-8.8pp | 77.1%-19.4pp | 68.3%-10.7pp |
| Annual return | 15.07% | 91.55%-76.5pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,735 | $2,264-23.3% | $3,882-55.3% | $2,631-34.0% |
| Participant deferral / active EE | $3,956 | $4,442-10.9% | $6,405-38.2% | $4,212-6.1% |
| Admin fee / account holder | $306 | $7,915-96.1% | $9,769-96.9% | $7,344-95.8% |