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 | $9,482 | $42,886-77.9% | $88,946-89.3% | $85,563-88.9% |
| Participation rate | 13.9% | 37.9%-24.0pp | 68.8%-55.0pp | 66.0%-52.1pp |
| Annual return | 22.73% | 44.56%-21.8pp | 57.82%-35.1pp | 31.51%-8.8pp |
| Employer contribution / active EE | $117 | $1,147-89.8% | $2,555-95.4% | $2,654-95.6% |
| Participant deferral / active EE | $522 | $2,108-75.2% | $4,581-88.6% | $4,375-88.1% |
| Admin fee / account holder | $1,053 | $2,263-53.5% | $8,261-87.3% | $834+26.2% |