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 | $13,688 | $117,983-88.4% | $101,794-86.6% | $142,382-90.4% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 24.47% | 36.92%-12.4pp | 30.53%-6.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,404 | $2,773-49.4% | $2,289-38.7% | $4,299-67.3% |
| Participant deferral / active EE | $2,364 | $4,714-49.8% | $4,084-42.1% | $6,507-63.7% |
| Admin fee / account holder | $504 | $10,433-95.2% | $8,777-94.3% | $12,624-96.0% |