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 | $15,573 | $58,208-73.2% | $81,812-81.0% | $80,856-80.7% |
| Participation rate | 32.0% | 63.4%-31.4pp | 72.3%-40.3pp | 67.6%-35.6pp |
| Annual return | 13.72% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $759 | $3,281-76.9% | $4,319-82.4% | $4,296-82.3% |
| Admin fee / account holder | $1,129 | $4,981-77.3% | $7,386-84.7% | $6,918-83.7% |