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 3-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 | $15,736 | $64,839-75.7% | $95,585-83.5% | $84,808-81.4% |
| Participation rate | 24.1% | 63.8%-39.7pp | 72.1%-48.0pp | 68.3%-44.2pp |
| Annual return | 19.34% | -670.96%+690.3pp | 38.56%-19.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $653 | $1,759-62.9% | $2,527-74.2% | $2,631-75.2% |
| Participant deferral / active EE | $1,070 | $2,965-63.9% | $4,023-73.4% | $4,212-74.6% |
| Admin fee / account holder | $1,094 | $5,964-81.7% | $6,127-82.2% | $7,344-85.1% |