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 3-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 | $15,383 | $54,705-71.9% | $71,209-78.4% | $84,808-81.9% |
| Participation rate | 28.6% | 64.1%-35.5pp | 73.8%-45.2pp | 68.3%-39.7pp |
| Annual return | 18.40% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $282 | $2,158-86.9% | $2,721-89.6% | $2,631-89.3% |
| Participant deferral / active EE | $7,898 | $3,030+160.6% | $4,175+89.2% | $4,212+87.5% |
| Admin fee / account holder | $3,220 | $4,863-33.8% | $5,349-39.8% | $7,344-56.2% |