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 | $13,133 | $58,208-77.4% | $81,812-83.9% | $80,856-83.8% |
| Participation rate | 31.7% | 63.4%-31.7pp | 72.3%-40.6pp | 67.6%-35.9pp |
| Annual return | 19.12% | 41.66%-22.5pp | 773.79%-754.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $655 | $2,340-72.0% | $2,912-77.5% | $2,755-76.2% |
| Participant deferral / active EE | $1,638 | $3,281-50.1% | $4,319-62.1% | $4,296-61.9% |
| Admin fee / account holder | $1,436 | $4,981-71.2% | $7,386-80.6% | $6,918-79.2% |