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 10-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 | $28,793 | $77,419-62.8% | $69,455-58.5% | $152,861-81.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 74.6%-74.6pp | 82.4%-82.4pp |
| Annual return | 14.40% | 39.06%-24.7pp | 28.97%-14.6pp | 345.32%-330.9pp |
| Employer contribution / active EE | $589 | $3,315-82.2% | $2,779-78.8% | $4,762-87.6% |
| Participant deferral / active EE | $2,422 | $4,414-45.1% | $3,535-31.5% | $5,850-58.6% |
| Admin fee / account holder | $2,959 | $6,207-52.3% | $3,839-22.9% | $11,596-74.5% |