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 6-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 | $32,256 | $44,960-28.3% | $84,966-62.0% | $74,495-56.7% |
| Participation rate | 18.8% | 49.4%-30.6pp | 67.5%-48.7pp | 67.2%-48.4pp |
| Annual return | 11.87% | 26.24%-14.4pp | 66.38%-54.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $427 | $1,457-70.7% | $2,727-84.3% | $2,623-83.7% |
| Participant deferral / active EE | $882 | $2,731-67.7% | $4,519-80.5% | $4,346-79.7% |
| Admin fee / account holder | $13,403 | $2,209+506.7% | $6,149+118.0% | $1,942+590.3% |