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 | $16,553 | $81,248-79.6% | $155,509-89.4% | $80,856-79.5% |
| Participation rate | 15.9% | 66.2%-50.3pp | 78.2%-62.3pp | 67.6%-51.7pp |
| Annual return | 15.46% | 33.31%-17.8pp | 64.67%-49.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $465 | $3,100-85.0% | $4,672-90.0% | $2,755-83.1% |
| Participant deferral / active EE | $988 | $3,452-71.4% | $5,626-82.4% | $4,296-77.0% |
| Admin fee / account holder | $9,541 | $7,997+19.3% | $15,912-40.0% | $6,918+37.9% |