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 7-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 | $14,089 | $99,918-85.9% | $81,382-82.7% | $145,922-90.3% |
| Participation rate | 45.5% | 74.2%-28.7pp | 69.5%-24.0pp | 80.3%-34.8pp |
| Annual return | 13.21% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $377 | $2,978-87.3% | $2,463-84.7% | $4,660-91.9% |
| Participant deferral / active EE | $1,337 | $4,605-71.0% | $3,883-65.6% | $6,688-80.0% |
| Admin fee / account holder | $707 | $8,212-91.4% | $5,768-87.7% | $13,397-94.7% |