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 | $83,319 | $89,753-7.2% | $107,525-22.5% | $84,808-1.8% |
| Participation rate | 15.2% | 68.1%-52.9pp | 75.1%-59.9pp | 68.3%-53.2pp |
| Annual return | 15.15% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,028 | $3,113-67.0% | $3,754-72.6% | $2,631-60.9% |
| Participant deferral / active EE | $2,695 | $4,056-33.6% | $5,116-47.3% | $4,212-36.0% |
| Admin fee / account holder | $637 | $7,222-91.2% | $8,919-92.9% | $7,344-91.3% |