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 | $17,262 | $111,754-84.6% | $103,333-83.3% | $145,922-88.2% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 17.42% | 24.77%-7.3pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,229 | $4,212-47.1% | $3,868-42.4% | $4,660-52.2% |
| Participant deferral / active EE | $3,299 | $5,619-41.3% | $5,057-34.8% | $6,688-50.7% |
| Admin fee / account holder | $1,668 | $9,750-82.9% | $8,355-80.0% | $13,397-87.6% |