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 | $20,486 | $77,899-73.7% | $149,673-86.3% | $75,163-72.7% |
| Participation rate | 63.3% | 65.6%-2.2pp | 78.8%-15.4pp | 67.2%-3.9pp |
| Annual return | 19.35% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,600 | $3,137-49.0% | $4,818-66.8% | $2,670-40.1% |
| Participant deferral / active EE | $1,796 | $3,411-47.3% | $5,680-68.4% | $4,125-56.5% |
| Admin fee / account holder | $1,161 | $5,956-80.5% | $13,210-91.2% | $5,651-79.5% |