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 6-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 | $15,390 | $106,515-85.6% | $96,683-84.1% | $139,434-89.0% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 16.18% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,118 | $4,103-72.7% | $3,737-70.1% | $4,751-76.5% |
| Participant deferral / active EE | $2,047 | $5,454-62.5% | $4,878-58.0% | $6,710-69.5% |
| Admin fee / account holder | $1,239 | $7,877-84.3% | $6,730-81.6% | $11,403-89.1% |