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 | $17,929 | $99,877-82.0% | $84,966-78.9% | $145,922-87.7% |
| Participation rate | 43.5% | 74.1%-30.6pp | 67.5%-24.0pp | 80.3%-36.8pp |
| Annual return | 12.71% | 83.76%-71.1pp | 66.38%-53.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,214 | $3,231-62.4% | $2,727-55.5% | $4,660-73.9% |
| Participant deferral / active EE | $1,802 | $5,291-65.9% | $4,519-60.1% | $6,688-73.1% |
| Admin fee / account holder | $6,929 | $7,248-4.4% | $6,149+12.7% | $13,397-48.3% |