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 | $21,688 | $49,922-56.6% | $80,569-73.1% | $75,163-71.1% |
| Participation rate | 29.0% | 55.3%-26.3pp | 67.0%-38.0pp | 67.2%-38.2pp |
| Annual return | 19.61% | 34.69%-15.1pp | 935.43%-915.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $688 | $1,698-59.5% | $2,723-74.8% | $2,670-74.2% |
| Participant deferral / active EE | $1,076 | $2,990-64.0% | $4,447-75.8% | $4,125-73.9% |
| Admin fee / account holder | $573 | $3,577-84.0% | $5,377-89.3% | $5,651-89.9% |