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 | $10,203 | $54,705-81.3% | $71,209-85.7% | $84,808-88.0% |
| Participation rate | 61.3% | 64.1%-2.8pp | 73.8%-12.5pp | 68.3%-7.0pp |
| Annual return | 16.03% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $584 | $2,158-72.9% | $2,721-78.5% | $2,631-77.8% |
| Participant deferral / active EE | $898 | $3,030-70.4% | $4,175-78.5% | $4,212-78.7% |
| Admin fee / account holder | $3,461 | $4,863-28.8% | $5,349-35.3% | $7,344-52.9% |