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 8-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 | $11,990 | $37,426-68.0% | $77,482-84.5% | $79,858-85.0% |
| Participation rate | 55.2% | 41.5%+13.7pp | 54.2%+1.0pp | 69.6%-14.5pp |
| Annual return | 20.33% | 39.70%-19.4pp | 54.79%-34.5pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,362 | $637+113.9% | $986+38.0% | $2,471-44.9% |
| Participant deferral / active EE | $1,524 | $1,260+20.9% | $1,861-18.1% | $3,740-59.3% |
| Admin fee / account holder | $822 | $2,504-67.2% | $2,858-71.2% | $5,306-84.5% |