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 8-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 | $21,612 | $80,717-73.2% | $154,803-86.0% | $84,808-74.5% |
| Participation rate | 40.4% | 66.8%-26.4pp | 78.1%-37.6pp | 68.3%-27.9pp |
| Annual return | 14.92% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $779 | $2,761-71.8% | $4,305-81.9% | $2,631-70.4% |
| Participant deferral / active EE | $1,626 | $3,303-50.8% | $5,540-70.7% | $4,212-61.4% |
| Admin fee / account holder | $2,727 | $6,746-59.6% | $14,329-81.0% | $7,344-62.9% |