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 | $18,876 | $48,230-60.9% | $67,502-72.0% | $80,856-76.7% |
| Participation rate | 29.8% | 66.4%-36.5pp | 72.9%-43.0pp | 67.6%-37.8pp |
| Annual return | 18.25% | 18.28%0pp | 3512.12%-3493.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $429 | $2,020-78.8% | $2,731-84.3% | $2,755-84.4% |
| Participant deferral / active EE | $1,732 | $2,924-40.8% | $4,000-56.7% | $4,296-59.7% |
| Admin fee / account holder | $1,950 | $3,681-47.0% | $3,998-51.2% | $6,918-71.8% |