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 4-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 | $27,417 | $114,381-76.0% | $107,525-74.5% | $142,382-80.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 17.49% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,304 | $4,015-67.5% | $3,754-65.2% | $4,299-69.7% |
| Participant deferral / active EE | $3,629 | $5,564-34.8% | $5,116-29.1% | $6,507-44.2% |
| Admin fee / account holder | $15,867 | $9,860+60.9% | $8,919+77.9% | $12,624+25.7% |