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 | $16,284 | $57,016-71.4% | $84,966-80.8% | $80,856-79.9% |
| Participation rate | 40.0% | 56.3%-16.3pp | 67.5%-27.5pp | 67.6%-27.6pp |
| Annual return | 16.34% | 21.66%-5.3pp | 66.38%-50.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,529 | $1,798-14.9% | $2,727-43.9% | $2,755-44.5% |
| Participant deferral / active EE | $3,044 | $3,110-2.1% | $4,519-32.6% | $4,296-29.1% |
| Admin fee / account holder | $532 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |