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 6-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 | $13,191 | $109,982-88.0% | $97,226-86.4% | $145,922-91.0% |
| Participation rate | 31.6% | 75.9%-44.4pp | 72.7%-41.1pp | 80.3%-48.7pp |
| Annual return | 10.19% | 242.90%-232.7pp | 75.13%-64.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $647 | $3,084-79.0% | $2,729-76.3% | $4,660-86.1% |
| Participant deferral / active EE | $872 | $4,676-81.3% | $4,264-79.5% | $6,688-87.0% |
| Admin fee / account holder | $4,959 | $6,221-20.3% | $5,654-12.3% | $13,397-63.0% |