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 | $27,860 | $114,381-75.6% | $107,525-74.1% | $142,382-80.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 20.21% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,802 | $4,015-55.1% | $3,754-52.0% | $4,299-58.1% |
| Participant deferral / active EE | $3,282 | $5,564-41.0% | $5,116-35.8% | $6,507-49.6% |
| Admin fee / account holder | $3,540 | $9,860-64.1% | $8,919-60.3% | $12,624-72.0% |