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 | $9,574 | $48,230-80.2% | $67,502-85.8% | $80,856-88.2% |
| Participation rate | 47.9% | 66.4%-18.5pp | 72.9%-25.0pp | 67.6%-19.7pp |
| Annual return | 11.33% | 18.28%-6.9pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,036 | $2,020-48.7% | $2,731-62.1% | $2,755-62.4% |
| Participant deferral / active EE | $1,044 | $2,924-64.3% | $4,000-73.9% | $4,296-75.7% |
| Admin fee / account holder | $2,240 | $3,681-39.1% | $3,998-44.0% | $6,918-67.6% |