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 | $25,378 | $71,050-64.3% | $93,606-72.9% | $80,856-68.6% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.1pp | 67.6%-21.0pp |
| Annual return | 10.57% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $482 | $1,564-69.2% | $2,420-80.1% | $2,755-82.5% |
| Participant deferral / active EE | $1,357 | $4,034-66.4% | $4,411-69.2% | $4,296-68.4% |
| Admin fee / account holder | $1,519 | $6,945-78.1% | $8,285-81.7% | $6,918-78.0% |