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 | $15,575 | $48,046-67.6% | $84,611-81.6% | $72,985-78.7% |
| Participation rate | 17.5% | 57.6%-40.0pp | 68.2%-50.7pp | 69.5%-51.9pp |
| Annual return | 21.35% | 37.38%-16.0pp | 258.74%-237.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $423 | $1,602-73.6% | $2,652-84.0% | $2,440-82.6% |
| Participant deferral / active EE | $1,069 | $2,680-60.1% | $3,899-72.6% | $3,607-70.4% |
| Admin fee / account holder | $729 | $3,395-78.5% | $4,912-85.2% | $5,124-85.8% |