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 | $24,264 | $77,314-68.6% | $177,989-86.4% | $80,856-70.0% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.6%-67.6pp |
| Annual return | 15.18% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $568 | $2,292-75.2% | $3,949-85.6% | $2,755-79.4% |
| Participant deferral / active EE | $1,516 | $4,411-65.6% | $6,276-75.8% | $4,296-64.7% |
| Admin fee / account holder | $2,564 | $7,191-64.3% | $10,363-75.3% | $6,918-62.9% |