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 | $17,187 | $104,974-83.6% | $95,585-82.0% | $142,382-87.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 17.46% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $367 | $2,779-86.8% | $2,527-85.5% | $4,299-91.5% |
| Participant deferral / active EE | $860 | $4,352-80.2% | $4,023-78.6% | $6,507-86.8% |
| Admin fee / account holder | $811 | $6,386-87.3% | $6,127-86.8% | $12,624-93.6% |