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 5-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 | $17,753 | $40,256-55.9% | $57,343-69.0% | $59,632-70.2% |
| Participation rate | 52.9% | 69.2%-16.2pp | 75.1%-22.2pp | 68.7%-15.7pp |
| Annual return | 1.18% | 27.49%-26.3pp | 24.39%-23.2pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,414 | $2,399-41.1% | $3,162-55.3% | $3,192-55.7% |
| Admin fee / account holder | $897 | $2,818-68.2% | $3,356-73.3% | $4,297-79.1% |