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 | $10,637 | $108,172-90.2% | $77,482-86.3% | $158,922-93.3% |
| Participation rate | 47.8% | 64.4%-16.6pp | 54.2%-6.4pp | 82.0%-34.1pp |
| Annual return | 12.57% | 31.67%-19.1pp | 54.79%-42.2pp | 302.83%-290.3pp |
| Employer contribution / active EE | $652 | $1,325-50.8% | $986-33.9% | $4,761-86.3% |
| Participant deferral / active EE | $1,774 | $2,456-27.8% | $1,861-4.7% | $5,982-70.3% |
| Admin fee / account holder | $380 | $3,708-89.8% | $2,858-86.7% | $11,246-96.6% |