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 5-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 | $17,773 | $77,314-77.0% | $177,989-90.0% | $80,856-78.0% |
| Participation rate | 17.2% | 65.7%-48.5pp | 77.1%-59.8pp | 67.6%-50.4pp |
| Annual return | 22.62% | 18.09%+4.5pp | 294.48%-271.9pp | 35.59%-13.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,014 | $4,411-54.3% | $6,276-67.9% | $4,296-53.1% |
| Admin fee / account holder | $760 | $7,191-89.4% | $10,363-92.7% | $6,918-89.0% |