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 | $19,594 | $54,705-64.2% | $71,209-72.5% | $84,808-76.9% |
| Participation rate | 22.8% | 64.1%-41.2pp | 73.8%-50.9pp | 68.3%-45.5pp |
| Annual return | 15.82% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $367 | $2,158-83.0% | $2,721-86.5% | $2,631-86.0% |
| Participant deferral / active EE | $652 | $3,030-78.5% | $4,175-84.4% | $4,212-84.5% |
| Admin fee / account holder | $3,954 | $4,863-18.7% | $5,349-26.1% | $7,344-46.2% |