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 | $13,721 | $27,839-50.7% | $58,482-76.5% | $71,457-80.8% |
| Participation rate | 11.0% | 34.5%-23.5pp | 50.9%-39.8pp | 67.9%-56.9pp |
| Annual return | 18.97% | 26.81%-7.8pp | 4239.32%-4220.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $134 | $631-78.8% | $1,053-87.3% | $2,588-94.8% |
| Participant deferral / active EE | $238 | $1,206-80.3% | $1,924-87.7% | $4,289-94.5% |
| Admin fee / account holder | $1,573 | $1,641-4.1% | $2,516-37.5% | $1,587-0.9% |