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 | $13,668 | $81,248-83.2% | $155,509-91.2% | $80,856-83.1% |
| Participation rate | 21.6% | 66.2%-44.6pp | 78.2%-56.6pp | 67.6%-46.0pp |
| Annual return | 16.09% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $904 | $3,100-70.9% | $4,672-80.7% | $2,755-67.2% |
| Participant deferral / active EE | $1,182 | $3,452-65.7% | $5,626-79.0% | $4,296-72.5% |
| Admin fee / account holder | $1,513 | $7,997-81.1% | $15,912-90.5% | $6,918-78.1% |