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 | $12,996 | $114,381-88.6% | $107,525-87.9% | $142,382-90.9% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 18.85% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-67.9% | $4,299-72.0% |
| Participant deferral / active EE | $1,886 | $5,564-66.1% | $5,116-63.1% | $6,507-71.0% |
| Admin fee / account holder | $1,522 | $9,860-84.6% | $8,919-82.9% | $12,624-87.9% |