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 4-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 | $9,486 | $56,053-83.1% | $75,972-87.5% | $80,856-88.3% |
| Participation rate | 33.3% | 62.0%-28.7pp | 69.1%-35.7pp | 67.6%-34.3pp |
| Annual return | 23.32% | 20.53%+2.8pp | 359.55%-336.2pp | 35.59%-12.3pp |
| Employer contribution / active EE | $725 | $1,874-61.3% | $2,685-73.0% | $2,755-73.7% |
| Participant deferral / active EE | $1,670 | $3,052-45.3% | $4,255-60.7% | $4,296-61.1% |
| Admin fee / account holder | $718 | $5,234-86.3% | $6,467-88.9% | $6,918-89.6% |