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 | $20,887 | $48,795-57.2% | $65,493-68.1% | $84,808-75.4% |
| Participation rate | 36.9% | 67.0%-30.1pp | 73.1%-36.2pp | 68.3%-31.4pp |
| Annual return | 14.67% | 20.20%-5.5pp | 982.45%-967.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,536 | $2,928-47.6% | $3,961-61.2% | $4,212-63.5% |
| Admin fee / account holder | $616 | $3,877-84.1% | $5,028-87.7% | $7,344-91.6% |