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 | $13,590 | $51,175-73.4% | $70,515-80.7% | $75,163-81.9% |
| Participation rate | 53.3% | 60.9%-7.6pp | 68.3%-15.0pp | 67.2%-13.9pp |
| Annual return | 16.63% | 30.02%-13.4pp | 32.77%-16.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $609 | $1,826-66.7% | $2,973-79.5% | $2,670-77.2% |
| Participant deferral / active EE | $1,774 | $2,849-37.7% | $4,567-61.1% | $4,125-57.0% |
| Admin fee / account holder | $752 | $4,091-81.6% | $6,412-88.3% | $5,651-86.7% |