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 | $13,073 | $49,915-73.8% | $154,803-91.6% | $74,304-82.4% |
| Participation rate | 19.8% | 54.0%-34.1pp | 78.1%-58.3pp | 60.3%-40.5pp |
| Annual return | 19.84% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $315 | $1,611-80.5% | $4,305-92.7% | $2,241-86.0% |
| Participant deferral / active EE | $743 | $2,255-67.1% | $5,540-86.6% | $3,767-80.3% |
| Admin fee / account holder | $346 | $2,189-84.2% | $14,329-97.6% | $2,969-88.3% |