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 4-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 | $10,767 | $48,795-77.9% | $65,493-83.6% | $84,808-87.3% |
| Participation rate | 53.3% | 67.0%-13.6pp | 73.1%-19.8pp | 68.3%-15.0pp |
| Annual return | 28.06% | 20.20%+7.9pp | 982.45%-954.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $687 | $1,930-64.4% | $2,574-73.3% | $2,631-73.9% |
| Participant deferral / active EE | $950 | $2,928-67.6% | $3,961-76.0% | $4,212-77.4% |
| Admin fee / account holder | $565 | $3,877-85.4% | $5,028-88.8% | $7,344-92.3% |