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 9-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 | $13,975 | $48,795-71.4% | $65,493-78.7% | $84,808-83.5% |
| Participation rate | 44.7% | 67.0%-22.2pp | 73.1%-28.4pp | 68.3%-23.6pp |
| Annual return | 19.37% | 20.20%-0.8pp | 982.45%-963.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $394 | $1,930-79.6% | $2,574-84.7% | $2,631-85.0% |
| Participant deferral / active EE | $891 | $2,928-69.6% | $3,961-77.5% | $4,212-78.8% |
| Admin fee / account holder | $331 | $3,877-91.5% | $5,028-93.4% | $7,344-95.5% |