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 | $12,514 | $106,515-88.3% | $96,683-87.1% | $139,434-91.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 20.15% | 38.43%-18.3pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,246 | $4,103-69.6% | $3,737-66.6% | $4,751-73.8% |
| Participant deferral / active EE | $2,042 | $5,454-62.6% | $4,878-58.2% | $6,710-69.6% |
| Admin fee / account holder | $830 | $7,877-89.5% | $6,730-87.7% | $11,403-92.7% |