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 9-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 | $20,297 | $117,381-82.7% | $99,443-79.6% | $152,861-86.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 15.84% | 31.87%-16.0pp | 30.72%-14.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $774 | $3,013-74.3% | $2,540-69.5% | $4,762-83.7% |
| Participant deferral / active EE | $1,945 | $4,086-52.4% | $3,619-46.3% | $5,850-66.8% |
| Admin fee / account holder | $1,133 | $7,631-85.2% | $6,250-81.9% | $11,596-90.2% |