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 | $18,639 | $81,248-77.1% | $155,509-88.0% | $80,856-76.9% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.3pp | 67.6%-4.8pp |
| Annual return | 12.76% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,403 | $3,100-54.8% | $4,672-70.0% | $2,755-49.1% |
| Participant deferral / active EE | $2,606 | $3,452-24.5% | $5,626-53.7% | $4,296-39.3% |
| Admin fee / account holder | $979 | $7,997-87.8% | $15,912-93.8% | $6,918-85.9% |