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 7-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 | $10,045 | $49,915-79.9% | $154,803-93.5% | $74,304-86.5% |
| Participation rate | 18.8% | 54.0%-35.1pp | 78.1%-59.3pp | 60.3%-41.5pp |
| Annual return | 12.48% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,511 | $2,255-33.0% | $5,540-72.7% | $3,767-59.9% |
| Admin fee / account holder | $2,294 | $2,189+4.8% | $14,329-84.0% | $2,969-22.7% |