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 6-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 | $17,636 | $54,705-67.8% | $71,209-75.2% | $84,808-79.2% |
| Participation rate | 25.0% | 64.1%-39.1pp | 73.8%-48.8pp | 68.3%-43.3pp |
| Annual return | 21.97% | 35.90%-13.9pp | 282.51%-260.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $348 | $2,158-83.9% | $2,721-87.2% | $2,631-86.8% |
| Participant deferral / active EE | $807 | $3,030-73.4% | $4,175-80.7% | $4,212-80.8% |
| Admin fee / account holder | $2,240 | $4,863-53.9% | $5,349-58.1% | $7,344-69.5% |