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 | $12,151 | $104,664-88.4% | $85,682-85.8% | $167,490-92.7% |
| Participation rate | 45.0% | 76.4%-31.4pp | 69.9%-24.9pp | 82.1%-37.1pp |
| Annual return | 19.47% | 21.45%-2.0pp | 21.49%-2.0pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,210 | $3,337-63.7% | $2,618-53.8% | $4,837-75.0% |
| Participant deferral / active EE | $2,730 | $4,824-43.4% | $3,923-30.4% | $6,341-56.9% |
| Admin fee / account holder | $587 | $10,032-94.2% | $6,873-91.5% | $12,309-95.2% |