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 | $14,853 | $102,966-85.6% | $90,281-83.5% | $152,861-90.3% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.4%-36.3pp |
| Annual return | 27.30% | 95.16%-67.9pp | 78.10%-50.8pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,140 | $3,139-63.7% | $2,854-60.1% | $4,762-76.1% |
| Participant deferral / active EE | $2,205 | $4,281-48.5% | $3,885-43.3% | $5,850-62.3% |
| Admin fee / account holder | $679 | $6,171-89.0% | $5,351-87.3% | $11,596-94.1% |