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 | $12,803 | $118,427-89.2% | $66,042-80.6% | $142,382-91.0% |
| Participation rate | 57.1% | 68.1%-11.0pp | 67.5%-10.4pp | 80.1%-23.0pp |
| Annual return | 16.66% | 35.57%-18.9pp | 52.11%-35.5pp | 217.08%-200.4pp |
| Employer contribution / active EE | $676 | $2,570-73.7% | $1,579-57.2% | $4,299-84.3% |
| Participant deferral / active EE | $1,285 | $4,311-70.2% | $2,835-54.7% | $6,507-80.3% |
| Admin fee / account holder | $901 | $9,593-90.6% | $5,747-84.3% | $12,624-92.9% |