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 | $7,272 | $99,918-92.7% | $81,382-91.1% | $145,922-95.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 14.71% | 34.32%-19.6pp | 24.73%-10.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $775 | $2,978-74.0% | $2,463-68.6% | $4,660-83.4% |
| Participant deferral / active EE | $953 | $4,605-79.3% | $3,883-75.5% | $6,688-85.7% |
| Admin fee / account holder | $521 | $8,212-93.7% | $5,768-91.0% | $13,397-96.1% |