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 7-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 | $14,793 | $58,208-74.6% | $81,812-81.9% | $80,856-81.7% |
| Participation rate | 42.2% | 63.4%-21.2pp | 72.3%-30.1pp | 67.6%-25.4pp |
| Annual return | 13.87% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $436 | $2,340-81.4% | $2,912-85.0% | $2,755-84.2% |
| Participant deferral / active EE | $1,571 | $3,281-52.1% | $4,319-63.6% | $4,296-63.4% |
| Admin fee / account holder | $2,007 | $4,981-59.7% | $7,386-72.8% | $6,918-71.0% |