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 4-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 | $10,908 | $77,899-86.0% | $149,673-92.7% | $75,163-85.5% |
| Participation rate | 27.5% | 65.6%-38.1pp | 78.8%-51.3pp | 67.2%-39.7pp |
| Annual return | 33.69% | 31.72%+2.0pp | 134.42%-100.7pp | 160.62%-126.9pp |
| Employer contribution / active EE | $776 | $3,137-75.3% | $4,818-83.9% | $2,670-70.9% |
| Participant deferral / active EE | $1,536 | $3,411-55.0% | $5,680-73.0% | $4,125-62.8% |
| Admin fee / account holder | $642 | $5,956-89.2% | $13,210-95.1% | $5,651-88.6% |