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 | $27,934 | $96,305-71.0% | $80,569-65.3% | $139,434-80.0% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.8pp | 80.3%-11.6pp |
| Annual return | 17.47% | 1350.08%-1332.6pp | 935.43%-918.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $971 | $3,262-70.2% | $2,723-64.3% | $4,751-79.6% |
| Participant deferral / active EE | $3,956 | $5,232-24.4% | $4,447-11.0% | $6,710-41.0% |
| Admin fee / account holder | $2,833 | $6,599-57.1% | $5,377-47.3% | $11,403-75.2% |