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 | $13,411 | $77,899-82.8% | $149,673-91.0% | $75,163-82.2% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 19.25% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,773 | $3,137-43.5% | $4,818-63.2% | $2,670-33.6% |
| Participant deferral / active EE | $2,935 | $3,411-13.9% | $5,680-48.3% | $4,125-28.8% |
| Admin fee / account holder | $401 | $5,956-93.3% | $13,210-97.0% | $5,651-92.9% |