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 | $30,010 | $44,960-33.3% | $84,966-64.7% | $74,495-59.7% |
| Participation rate | 26.2% | 49.4%-23.2pp | 67.5%-41.3pp | 67.2%-41.0pp |
| Annual return | 13.47% | 26.24%-12.8pp | 66.38%-52.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $543 | $1,457-62.7% | $2,727-80.1% | $2,623-79.3% |
| Participant deferral / active EE | $849 | $2,731-68.9% | $4,519-81.2% | $4,346-80.5% |
| Admin fee / account holder | $4,368 | $2,209+97.7% | $6,149-29.0% | $1,942+125.0% |