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 | $8,461 | $58,208-85.5% | $81,812-89.7% | $80,856-89.5% |
| Participation rate | 33.0% | 63.4%-30.4pp | 72.3%-39.4pp | 67.6%-34.6pp |
| Annual return | 13.37% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $505 | $2,340-78.4% | $2,912-82.7% | $2,755-81.7% |
| Participant deferral / active EE | $800 | $3,281-75.6% | $4,319-81.5% | $4,296-81.4% |
| Admin fee / account holder | $1,784 | $4,981-64.2% | $7,386-75.8% | $6,918-74.2% |