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 9-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 | $22,798 | $50,982-55.3% | $154,803-85.3% | $85,563-73.4% |
| Participation rate | 17.2% | 59.8%-42.6pp | 78.1%-60.9pp | 66.0%-48.8pp |
| Annual return | 16.30% | 30.35%-14.1pp | 58.88%-42.6pp | 31.51%-15.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $774 | $2,474-68.7% | $5,540-86.0% | $4,375-82.3% |
| Admin fee / account holder | $2,881 | $846+240.6% | $14,329-79.9% | $834+245.4% |