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 | $12,062 | $106,515-88.7% | $96,683-87.5% | $139,434-91.3% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 24.77% | 38.43%-13.7pp | 35.69%-10.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,665 | $4,103-59.4% | $3,737-55.5% | $4,751-65.0% |
| Participant deferral / active EE | $1,997 | $5,454-63.4% | $4,878-59.1% | $6,710-70.2% |
| Admin fee / account holder | $1,415 | $7,877-82.0% | $6,730-79.0% | $11,403-87.6% |