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 | $12,125 | $110,261-89.0% | $95,745-87.3% | $139,434-91.3% |
| Participation rate | 54.5% | 75.8%-21.2pp | 72.3%-17.7pp | 80.3%-25.8pp |
| Annual return | 26.09% | 27.11%-1.0pp | 28.35%-2.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $1,278 | $3,257-60.8% | $2,835-54.9% | $4,751-73.1% |
| Participant deferral / active EE | $2,276 | $4,676-51.3% | $4,245-46.4% | $6,710-66.1% |
| Admin fee / account holder | $405 | $6,613-93.9% | $5,678-92.9% | $11,403-96.4% |