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 | $13,857 | $37,426-63.0% | $77,482-82.1% | $79,858-82.6% |
| Participation rate | 26.5% | 41.5%-15.0pp | 54.2%-27.7pp | 69.6%-43.2pp |
| Annual return | 21.77% | 39.70%-17.9pp | 54.79%-33.0pp | 31.71%-9.9pp |
| Employer contribution / active EE | $298 | $637-53.2% | $986-69.8% | $2,471-87.9% |
| Participant deferral / active EE | $982 | $1,260-22.0% | $1,861-47.2% | $3,740-73.7% |
| Admin fee / account holder | $911 | $2,504-63.6% | $2,858-68.1% | $5,306-82.8% |