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 | $8,287 | $30,400-72.7% | $53,898-84.6% | $84,808-90.2% |
| Participation rate | 51.4% | 46.4%+4.9pp | 55.0%-3.6pp | 68.3%-16.9pp |
| Annual return | 19.21% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $470 | $603-22.0% | $932-49.6% | $2,631-82.1% |
| Participant deferral / active EE | $1,086 | $1,199-9.4% | $1,826-40.5% | $4,212-74.2% |
| Admin fee / account holder | $969 | $1,993-51.4% | $2,491-61.1% | $7,344-86.8% |