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 4-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 | $13,489 | $81,248-83.4% | $155,509-91.3% | $80,856-83.3% |
| Participation rate | 21.9% | 66.2%-44.4pp | 78.2%-56.3pp | 67.6%-45.8pp |
| Annual return | 27.84% | 33.31%-5.5pp | 64.67%-36.8pp | 35.59%-7.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $965 | $3,452-72.0% | $5,626-82.8% | $4,296-77.5% |
| Admin fee / account holder | $2,720 | $7,997-66.0% | $15,912-82.9% | $6,918-60.7% |