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 | $19,074 | $106,515-82.1% | $96,683-80.3% | $139,434-86.3% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 19.98% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,187 | $4,103-71.1% | $3,737-68.2% | $4,751-75.0% |
| Participant deferral / active EE | $1,477 | $5,454-72.9% | $4,878-69.7% | $6,710-78.0% |
| Admin fee / account holder | $477 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |