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 6-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 | $17,207 | $100,773-82.9% | $88,946-80.7% | $142,382-87.9% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 14.80% | 70.18%-55.4pp | 57.82%-43.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $961 | $2,918-67.1% | $2,555-62.4% | $4,299-77.6% |
| Participant deferral / active EE | $962 | $5,230-81.6% | $4,581-79.0% | $6,507-85.2% |
| Admin fee / account holder | $3,190 | $9,693-67.1% | $8,261-61.4% | $12,624-74.7% |