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 | $18,748 | $95,561-80.4% | $77,163-75.7% | $139,434-86.6% |
| Participation rate | 22.2% | 73.9%-51.7pp | 69.6%-47.3pp | 80.3%-58.1pp |
| Annual return | 24.84% | 54.92%-30.1pp | 37.87%-13.0pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,009 | $3,147-67.9% | $2,535-60.2% | $4,751-78.8% |
| Participant deferral / active EE | $2,492 | $4,624-46.1% | $3,833-35.0% | $6,710-62.9% |
| Admin fee / account holder | $415 | $8,295-95.0% | $5,472-92.4% | $11,403-96.4% |