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 | $13,419 | $81,248-83.5% | $155,509-91.4% | $80,856-83.4% |
| Participation rate | 46.2% | 66.2%-20.1pp | 78.2%-32.0pp | 67.6%-21.5pp |
| Annual return | 11.63% | 33.31%-21.7pp | 64.67%-53.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $583 | $3,100-81.2% | $4,672-87.5% | $2,755-78.8% |
| Participant deferral / active EE | $1,539 | $3,452-55.4% | $5,626-72.6% | $4,296-64.2% |
| Admin fee / account holder | $761 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |