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 6-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 | $18,206 | $63,861-71.5% | $104,607-82.6% | $79,858-77.2% |
| Participation rate | 37.5% | 64.9%-27.4pp | 74.1%-36.6pp | 69.6%-32.1pp |
| Annual return | 29.12% | 21.30%+7.8pp | 340.46%-311.3pp | 31.71%-2.6pp |
| Employer contribution / active EE | $983 | $1,588-38.1% | $2,681-63.3% | $2,471-60.2% |
| Participant deferral / active EE | $2,650 | $2,693-1.6% | $3,740-29.1% | $3,740-29.1% |
| Admin fee / account holder | $529 | $4,185-87.3% | $6,473-91.8% | $5,306-90.0% |