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 5-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 | $11,814 | $49,915-76.3% | $154,803-92.4% | $74,304-84.1% |
| Participation rate | 21.2% | 54.0%-32.8pp | 78.1%-56.9pp | 60.3%-39.2pp |
| Annual return | 23.69% | 34.06%-10.4pp | 58.88%-35.2pp | 29.43%-5.7pp |
| Employer contribution / active EE | $608 | $1,611-62.2% | $4,305-85.9% | $2,241-72.9% |
| Participant deferral / active EE | $829 | $2,255-63.2% | $5,540-85.0% | $3,767-78.0% |
| Admin fee / account holder | $963 | $2,189-56.0% | $14,329-93.3% | $2,969-67.5% |