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 6-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 | $12,675 | $77,730-83.7% | $70,164-81.9% | $139,434-90.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 13.74% | 18.98%-5.2pp | 18.87%-5.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,545 | $6,448-45.0% | $5,395-34.3% | $6,710-47.2% |
| Admin fee / account holder | $532 | $5,368-90.1% | $4,561-88.3% | $11,403-95.3% |