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 8-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 | $19,429 | $118,427-83.6% | $66,042-70.6% | $142,382-86.4% |
| Participation rate | 33.3% | 68.1%-34.8pp | 67.5%-34.2pp | 80.1%-46.8pp |
| Annual return | 16.44% | 35.57%-19.1pp | 52.11%-35.7pp | 217.08%-200.6pp |
| Employer contribution / active EE | $500 | $2,570-80.5% | $1,579-68.3% | $4,299-88.4% |
| Participant deferral / active EE | $1,220 | $4,311-71.7% | $2,835-57.0% | $6,507-81.3% |
| Admin fee / account holder | $549 | $9,593-94.3% | $5,747-90.4% | $12,624-95.7% |