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 5-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 | $12,551 | $58,208-78.4% | $81,812-84.7% | $80,856-84.5% |
| Participation rate | 58.2% | 63.4%-5.2pp | 72.3%-14.1pp | 67.6%-9.4pp |
| Annual return | 12.15% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,681 | $2,340-28.1% | $2,912-42.3% | $2,755-39.0% |
| Participant deferral / active EE | $723 | $3,281-78.0% | $4,319-83.3% | $4,296-83.2% |
| Admin fee / account holder | $12,817 | $4,981+157.3% | $7,386+73.5% | $6,918+85.3% |