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 | $17,203 | $111,754-84.6% | $103,333-83.4% | $145,922-88.2% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.2pp |
| Annual return | 9.57% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,050 | $4,212-75.1% | $3,868-72.8% | $4,660-77.5% |
| Participant deferral / active EE | $1,907 | $5,619-66.1% | $5,057-62.3% | $6,688-71.5% |
| Admin fee / account holder | $1,050 | $9,750-89.2% | $8,355-87.4% | $13,397-92.2% |