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 | $19,480 | $85,022-77.1% | $70,515-72.4% | $139,434-86.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 10.95% | 30.38%-19.4pp | 32.77%-21.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,150 | $3,909-70.6% | $2,973-61.3% | $4,751-75.8% |
| Participant deferral / active EE | $2,505 | $5,890-57.5% | $4,567-45.1% | $6,710-62.7% |
| Admin fee / account holder | $16,187 | $8,906+81.8% | $6,412+152.4% | $11,403+42.0% |