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 5-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 | $11,218 | $69,207-83.8% | $64,056-82.5% | $139,434-92.0% |
| Participation rate | 56.5% | 75.6%-19.1pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 19.41% | 45.88%-26.5pp | 33.69%-14.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $976 | $3,182-69.3% | $2,747-64.5% | $4,751-79.5% |
| Participant deferral / active EE | $2,311 | $4,682-50.6% | $3,880-40.4% | $6,710-65.6% |
| Admin fee / account holder | $1,066 | $4,244-74.9% | $3,068-65.3% | $11,403-90.7% |