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 | $13,033 | $54,705-76.2% | $71,209-81.7% | $84,808-84.6% |
| Participation rate | 28.9% | 64.1%-35.2pp | 73.8%-44.9pp | 68.3%-39.4pp |
| Annual return | 13.69% | 35.90%-22.2pp | 282.51%-268.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $340 | $2,158-84.3% | $2,721-87.5% | $2,631-87.1% |
| Participant deferral / active EE | $571 | $3,030-81.2% | $4,175-86.3% | $4,212-86.4% |
| Admin fee / account holder | $913 | $4,863-81.2% | $5,349-82.9% | $7,344-87.6% |