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 | $28,060 | $104,974-73.3% | $95,585-70.6% | $142,382-80.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 13.88% | 210.33%-196.4pp | 38.56%-24.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,027 | $2,779-63.0% | $2,527-59.3% | $4,299-76.1% |
| Participant deferral / active EE | $1,606 | $4,352-63.1% | $4,023-60.1% | $6,507-75.3% |
| Admin fee / account holder | $3,803 | $6,386-40.5% | $6,127-37.9% | $12,624-69.9% |