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 | $14,278 | $58,208-75.5% | $81,812-82.5% | $80,856-82.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.3%-39.0pp | 67.6%-34.3pp |
| Annual return | 21.60% | 41.66%-20.1pp | 773.79%-752.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $668 | $2,340-71.5% | $2,912-77.1% | $2,755-75.8% |
| Participant deferral / active EE | $1,291 | $3,281-60.6% | $4,319-70.1% | $4,296-69.9% |
| Admin fee / account holder | $1,392 | $4,981-72.0% | $7,386-81.1% | $6,918-79.9% |