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 3-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 | $21,845 | $52,224-58.2% | $88,946-75.4% | $102,872-78.8% |
| Participation rate | 1.8% | 40.8%-39.0pp | 68.8%-67.1pp | 73.0%-71.3pp |
| Annual return | 36.38% | 16.96%+19.4pp | 57.82%-21.4pp | 19.06%+17.3pp |
| Employer contribution / active EE | $137 | $1,241-89.0% | $2,555-94.7% | $3,526-96.1% |
| Participant deferral / active EE | $164 | $2,611-93.7% | $4,581-96.4% | $5,535-97.0% |
| Admin fee / account holder | $1,978 | $1,723+14.8% | $8,261-76.1% | $292+576.8% |