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 | $9,245 | $25,014-63.0% | $69,647-86.7% | $80,856-88.6% |
| Participation rate | 23.3% | 64.2%-40.9pp | 66.5%-43.1pp | 67.6%-44.3pp |
| Annual return | 15.23% | 19.07%-3.8pp | 100.48%-85.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $432 | $993-56.5% | $1,712-74.8% | $2,755-84.3% |
| Participant deferral / active EE | $1,088 | $1,839-40.8% | $2,886-62.3% | $4,296-74.7% |
| Admin fee / account holder | $1,776 | $2,488-28.6% | $4,713-62.3% | $6,918-74.3% |