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 9-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 | $19,197 | $39,019-50.8% | $80,716-76.2% | $85,850-77.6% |
| Participation rate | 9.1% | 41.5%-32.5pp | 54.2%-45.1pp | 69.3%-60.2pp |
| Annual return | 13.81% | 26.27%-12.5pp | 87.28%-73.5pp | 318.53%-304.7pp |
| Employer contribution / active EE | $105 | $722-85.5% | $1,160-91.0% | $2,565-95.9% |
| Participant deferral / active EE | $469 | $1,326-64.6% | $2,146-78.1% | $3,952-88.1% |
| Admin fee / account holder | $705 | $2,431-71.0% | $3,380-79.1% | $6,260-88.7% |