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 | $29,674 | $54,705-45.8% | $71,209-58.3% | $84,808-65.0% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.8%-43.8pp | 68.3%-38.3pp |
| Annual return | 20.52% | 35.90%-15.4pp | 282.51%-262.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,317 | $3,030-56.6% | $4,175-68.5% | $4,212-68.7% |
| Admin fee / account holder | $1,955 | $4,863-59.8% | $5,349-63.5% | $7,344-73.4% |