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 | $21,226 | $58,208-63.5% | $81,812-74.1% | $80,856-73.7% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.3%-47.3pp | 67.6%-42.6pp |
| Annual return | 13.13% | 41.66%-28.5pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $456 | $2,340-80.5% | $2,912-84.3% | $2,755-83.5% |
| Participant deferral / active EE | $1,004 | $3,281-69.4% | $4,319-76.8% | $4,296-76.6% |
| Admin fee / account holder | $364 | $4,981-92.7% | $7,386-95.1% | $6,918-94.7% |