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 5-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 | $14,903 | $104,974-85.8% | $95,585-84.4% | $142,382-89.5% |
| Participation rate | 47.4% | 75.0%-27.6pp | 72.1%-24.7pp | 80.1%-32.8pp |
| Annual return | 16.09% | 210.33%-194.2pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $465 | $2,779-83.3% | $2,527-81.6% | $4,299-89.2% |
| Participant deferral / active EE | $1,494 | $4,352-65.7% | $4,023-62.9% | $6,507-77.0% |
| Admin fee / account holder | $593 | $6,386-90.7% | $6,127-90.3% | $12,624-95.3% |