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 | $11,660 | $54,705-78.7% | $71,209-83.6% | $84,808-86.3% |
| Participation rate | 27.3% | 64.1%-36.8pp | 73.8%-46.5pp | 68.3%-41.0pp |
| Annual return | 43.26% | 35.90%+7.4pp | 282.51%-239.2pp | 40.90%+2.4pp |
| Employer contribution / active EE | $321 | $2,158-85.1% | $2,721-88.2% | $2,631-87.8% |
| Participant deferral / active EE | $683 | $3,030-77.5% | $4,175-83.6% | $4,212-83.8% |
| Admin fee / account holder | $369 | $4,863-92.4% | $5,349-93.1% | $7,344-95.0% |