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 | $28,104 | $114,381-75.4% | $107,525-73.9% | $142,382-80.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 13.28% | 242.71%-229.4pp | 181.32%-168.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,200 | $4,015-45.2% | $3,754-41.4% | $4,299-48.8% |
| Participant deferral / active EE | $3,205 | $5,564-42.4% | $5,116-37.4% | $6,507-50.8% |
| Admin fee / account holder | $8,217 | $9,860-16.7% | $8,919-7.9% | $12,624-34.9% |