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 | $14,240 | $106,515-86.6% | $96,683-85.3% | $139,434-89.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 25.40% | 38.43%-13.0pp | 35.69%-10.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,507 | $4,103-63.3% | $3,737-59.7% | $4,751-68.3% |
| Participant deferral / active EE | $3,686 | $5,454-32.4% | $4,878-24.4% | $6,710-45.1% |
| Admin fee / account holder | $2,208 | $7,877-72.0% | $6,730-67.2% | $11,403-80.6% |