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 | $19,232 | $77,899-75.3% | $149,673-87.2% | $75,163-74.4% |
| Participation rate | 34.3% | 65.6%-31.3pp | 78.8%-44.5pp | 67.2%-32.9pp |
| Annual return | 20.84% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $641 | $3,137-79.6% | $4,818-86.7% | $2,670-76.0% |
| Participant deferral / active EE | $1,494 | $3,411-56.2% | $5,680-73.7% | $4,125-63.8% |
| Admin fee / account holder | $1,784 | $5,956-70.0% | $13,210-86.5% | $5,651-68.4% |