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 4-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 | $10,449 | $24,730-57.7% | $66,042-84.2% | $84,808-87.7% |
| Participation rate | 67.2% | 68.1%-0.9pp | 67.5%-0.3pp | 68.3%-1.1pp |
| Annual return | 23.12% | 79.55%-56.4pp | 52.11%-29.0pp | 40.90%-17.8pp |
| Employer contribution / active EE | $601 | $857-29.8% | $1,579-61.9% | $2,631-77.1% |
| Participant deferral / active EE | $1,793 | $1,737+3.2% | $2,835-36.8% | $4,212-57.4% |
| Admin fee / account holder | $829 | $3,014-72.5% | $5,747-85.6% | $7,344-88.7% |