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 8-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 | $17,906 | $57,016-68.6% | $84,966-78.9% | $80,856-77.9% |
| Participation rate | 33.3% | 56.3%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 62.93% | 21.66%+41.3pp | 66.38%-3.5pp | 35.59%+27.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,847 | $3,110-40.6% | $4,519-59.1% | $4,296-57.0% |
| Admin fee / account holder | $2,541 | $4,980-49.0% | $6,149-58.7% | $6,918-63.3% |