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 | $15,876 | $58,208-72.7% | $81,812-80.6% | $80,856-80.4% |
| Participation rate | 54.2% | 63.4%-9.2pp | 72.3%-18.1pp | 67.6%-13.4pp |
| Annual return | 13.03% | 41.66%-28.6pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $406 | $2,340-82.6% | $2,912-86.0% | $2,755-85.3% |
| Participant deferral / active EE | $2,233 | $3,281-32.0% | $4,319-48.3% | $4,296-48.0% |
| Admin fee / account holder | $2,431 | $4,981-51.2% | $7,386-67.1% | $6,918-64.9% |