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 | $7,463 | $54,705-86.4% | $71,209-89.5% | $84,808-91.2% |
| Participation rate | 32.1% | 64.1%-31.9pp | 73.8%-41.6pp | 68.3%-36.2pp |
| Annual return | 23.66% | 35.90%-12.2pp | 282.51%-258.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $653 | $2,158-69.7% | $2,721-76.0% | $2,631-75.2% |
| Participant deferral / active EE | $799 | $3,030-73.6% | $4,175-80.9% | $4,212-81.0% |
| Admin fee / account holder | $4,041 | $4,863-16.9% | $5,349-24.5% | $7,344-45.0% |