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 5-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 | $13,919 | $81,248-82.9% | $155,509-91.0% | $80,856-82.8% |
| Participation rate | 23.3% | 66.2%-42.9pp | 78.2%-54.9pp | 67.6%-44.3pp |
| Annual return | 14.60% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $721 | $3,100-76.8% | $4,672-84.6% | $2,755-73.8% |
| Participant deferral / active EE | $1,311 | $3,452-62.0% | $5,626-76.7% | $4,296-69.5% |
| Admin fee / account holder | $694 | $7,997-91.3% | $15,912-95.6% | $6,918-90.0% |