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 | $13,515 | $44,960-69.9% | $84,966-84.1% | $74,495-81.9% |
| Participation rate | 26.5% | 49.4%-22.8pp | 67.5%-41.0pp | 67.2%-40.7pp |
| Annual return | 18.95% | 26.24%-7.3pp | 66.38%-47.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $361 | $1,457-75.2% | $2,727-86.8% | $2,623-86.2% |
| Participant deferral / active EE | $715 | $2,731-73.8% | $4,519-84.2% | $4,346-83.6% |
| Admin fee / account holder | $2,039 | $2,209-7.7% | $6,149-66.8% | $1,942+5.0% |