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 6-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 | $19,629 | $118,427-83.4% | $66,042-70.3% | $142,382-86.2% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 19.68% | 35.57%-15.9pp | 52.11%-32.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,079 | $2,570-58.0% | $1,579-31.7% | $4,299-74.9% |
| Participant deferral / active EE | $1,433 | $4,311-66.8% | $2,835-49.5% | $6,507-78.0% |
| Admin fee / account holder | $2,811 | $9,593-70.7% | $5,747-51.1% | $12,624-77.7% |