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 | $14,022 | $57,016-75.4% | $84,966-83.5% | $80,856-82.7% |
| Participation rate | 33.3% | 56.3%-23.0pp | 67.5%-34.2pp | 67.6%-34.3pp |
| Annual return | 15.28% | 21.66%-6.4pp | 66.38%-51.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,099 | $1,798-38.9% | $2,727-59.7% | $2,755-60.1% |
| Participant deferral / active EE | $1,476 | $3,110-52.5% | $4,519-67.3% | $4,296-65.6% |
| Admin fee / account holder | $639 | $4,980-87.2% | $6,149-89.6% | $6,918-90.8% |