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 3-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 | $9,133 | $54,705-83.3% | $71,209-87.2% | $84,808-89.2% |
| Participation rate | 35.7% | 64.1%-28.4pp | 73.8%-38.0pp | 68.3%-32.6pp |
| Annual return | 16.75% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,234 | $2,158-42.8% | $2,721-54.7% | $2,631-53.1% |
| Participant deferral / active EE | $1,352 | $3,030-55.4% | $4,175-67.6% | $4,212-67.9% |
| Admin fee / account holder | $5,736 | $4,863+17.9% | $5,349+7.2% | $7,344-21.9% |