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 8-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 | $15,899 | $61,272-74.1% | $149,673-89.4% | $71,457-77.8% |
| Participation rate | 33.3% | 62.5%-29.2pp | 78.8%-45.4pp | 67.9%-34.6pp |
| Annual return | 18.68% | 35.85%-17.2pp | 134.42%-115.7pp | 28.85%-10.2pp |
| Employer contribution / active EE | $656 | $2,378-72.4% | $4,818-86.4% | $2,588-74.6% |
| Participant deferral / active EE | $896 | $2,917-69.3% | $5,680-84.2% | $4,289-79.1% |
| Admin fee / account holder | $854 | $1,261-32.3% | $13,210-93.5% | $1,587-46.2% |