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 | $13,256 | $53,516-75.2% | $126,539-89.5% | $84,808-84.4% |
| Participation rate | 35.7% | 58.2%-22.5pp | 69.8%-34.1pp | 68.3%-32.6pp |
| Annual return | 17.43% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $997 | $1,535-35.1% | $3,674-72.9% | $2,631-62.1% |
| Participant deferral / active EE | $1,344 | $2,671-49.7% | $4,083-67.1% | $4,212-68.1% |
| Admin fee / account holder | $1,634 | $4,497-63.7% | $6,065-73.1% | $7,344-77.8% |