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 | $12,900 | $41,078-68.6% | $80,569-84.0% | $71,457-81.9% |
| Participation rate | 27.4% | 50.2%-22.9pp | 67.0%-39.6pp | 67.9%-40.6pp |
| Annual return | 41.91% | 38.45%+3.5pp | 935.43%-893.5pp | 28.85%+13.1pp |
| Employer contribution / active EE | $446 | $1,506-70.4% | $2,723-83.6% | $2,588-82.8% |
| Participant deferral / active EE | $708 | $2,699-73.8% | $4,447-84.1% | $4,289-83.5% |
| Admin fee / account holder | $1,068 | $1,840-42.0% | $5,377-80.1% | $1,587-32.7% |