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 | $11,074 | $39,019-71.6% | $80,716-86.3% | $85,850-87.1% |
| Participation rate | 13.4% | 41.5%-28.1pp | 54.2%-40.8pp | 69.3%-55.9pp |
| Annual return | 14.26% | 26.27%-12.0pp | 87.28%-73.0pp | 318.53%-304.3pp |
| Employer contribution / active EE | $298 | $722-58.7% | $1,160-74.3% | $2,565-88.4% |
| Participant deferral / active EE | $503 | $1,326-62.1% | $2,146-76.6% | $3,952-87.3% |
| Admin fee / account holder | $753 | $2,431-69.0% | $3,380-77.7% | $6,260-88.0% |