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 5-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 | $34,155 | $45,031-24.2% | $84,966-59.8% | $77,643-56.0% |
| Participation rate | 22.5% | 48.7%-26.1pp | 67.5%-45.0pp | 70.6%-48.0pp |
| Annual return | 14.11% | 79.22%-65.1pp | 66.38%-52.3pp | 31.24%-17.1pp |
| Employer contribution / active EE | $593 | $1,609-63.2% | $2,727-78.3% | $2,726-78.3% |
| Participant deferral / active EE | $1,074 | $2,807-61.8% | $4,519-76.2% | $4,647-76.9% |
| Admin fee / account holder | $3,200 | $912+251.0% | $6,149-48.0% | $430+643.5% |