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 10-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 | $12,439 | $64,839-80.8% | $95,585-87.0% | $84,808-85.3% |
| Participation rate | 61.1% | 63.8%-2.7pp | 72.1%-11.0pp | 68.3%-7.2pp |
| Annual return | 13.67% | -670.96%+684.6pp | 38.56%-24.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $467 | $1,759-73.5% | $2,527-81.5% | $2,631-82.3% |
| Participant deferral / active EE | $1,446 | $2,965-51.2% | $4,023-64.1% | $4,212-65.7% |
| Admin fee / account holder | $1,730 | $5,964-71.0% | $6,127-71.8% | $7,344-76.4% |