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 10-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 | $17,377 | $90,503-80.8% | $78,689-77.9% | $273,961-93.7% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 2.37% | 75.60%-73.2pp | 62.18%-59.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,439 | $3,176-54.7% | $2,851-49.5% | $4,869-70.4% |
| Participant deferral / active EE | $3,714 | $3,901-4.8% | $3,517+5.6% | $5,287-29.8% |
| Admin fee / account holder | $4,442 | $5,263-15.6% | $4,510-1.5% | $10,132-56.2% |