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 9-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 | $32,549 | $115,770-71.9% | $101,248-67.9% | $158,922-79.5% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.0pp |
| Annual return | 14.34% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $933 | $4,175-77.6% | $3,660-74.5% | $4,761-80.4% |
| Participant deferral / active EE | $2,192 | $4,957-55.8% | $4,370-49.8% | $5,982-63.4% |
| Admin fee / account holder | $910 | $7,245-87.4% | $5,945-84.7% | $11,246-91.9% |