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 8-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 | $8,111 | $108,172-92.5% | $77,482-89.5% | $158,922-94.9% |
| Participation rate | 18.2% | 64.4%-46.2pp | 54.2%-36.0pp | 82.0%-63.8pp |
| Annual return | 12.19% | 31.67%-19.5pp | 54.79%-42.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $243 | $1,325-81.7% | $986-75.4% | $4,761-94.9% |
| Participant deferral / active EE | $384 | $2,456-84.3% | $1,861-79.3% | $5,982-93.6% |
| Admin fee / account holder | $3,384 | $3,708-8.7% | $2,858+18.4% | $11,246-69.9% |