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 | $11,152 | $56,114-80.1% | $96,139-88.4% | $85,850-87.0% |
| Participation rate | 23.8% | 56.7%-32.9pp | 68.4%-44.6pp | 69.3%-45.5pp |
| Annual return | 15.33% | 42.30%-27.0pp | 191.94%-176.6pp | 318.53%-303.2pp |
| Employer contribution / active EE | $313 | $1,620-80.7% | $2,797-88.8% | $2,565-87.8% |
| Participant deferral / active EE | $895 | $2,859-68.7% | $4,349-79.4% | $3,952-77.4% |
| Admin fee / account holder | $361 | $3,768-90.4% | $5,537-93.5% | $6,260-94.2% |