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 4-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 | $52,442 | $58,208-9.9% | $81,812-35.9% | $80,856-35.1% |
| Participation rate | 37.1% | 63.4%-26.3pp | 72.3%-35.3pp | 67.6%-30.6pp |
| Annual return | 12.19% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $500 | $2,340-78.6% | $2,912-82.8% | $2,755-81.8% |
| Participant deferral / active EE | $1,707 | $3,281-48.0% | $4,319-60.5% | $4,296-60.3% |
| Admin fee / account holder | $7,495 | $4,981+50.5% | $7,386+1.5% | $6,918+8.3% |