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 7-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 | $12,690 | $37,426-66.1% | $77,482-83.6% | $79,858-84.1% |
| Participation rate | 32.1% | 41.5%-9.4pp | 54.2%-22.0pp | 69.6%-37.5pp |
| Annual return | 13.50% | 39.70%-26.2pp | 54.79%-41.3pp | 31.71%-18.2pp |
| Employer contribution / active EE | $471 | $637-26.0% | $986-52.3% | $2,471-80.9% |
| Participant deferral / active EE | $989 | $1,260-21.5% | $1,861-46.9% | $3,740-73.6% |
| Admin fee / account holder | $386 | $2,504-84.6% | $2,858-86.5% | $5,306-92.7% |