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 | $14,611 | $91,190-84.0% | $178,490-91.8% | $79,858-81.7% |
| Participation rate | 36.7% | 69.2%-32.5pp | 81.9%-45.3pp | 69.6%-33.0pp |
| Annual return | 32.56% | 24.19%+8.4pp | 151.07%-118.5pp | 31.71%+0.8pp |
| Employer contribution / active EE | $985 | $3,256-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $2,207 | $3,236-31.8% | $5,202-57.6% | $3,740-41.0% |
| Admin fee / account holder | $1,272 | $6,751-81.2% | $13,984-90.9% | $5,306-76.0% |