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 | $29,673 | $114,381-74.1% | $107,525-72.4% | $142,382-79.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 12.46% | 242.71%-230.2pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,182 | $4,015-70.6% | $3,754-68.5% | $4,299-72.5% |
| Participant deferral / active EE | $1,554 | $5,564-72.1% | $5,116-69.6% | $6,507-76.1% |
| Admin fee / account holder | $7,382 | $9,860-25.1% | $8,919-17.2% | $12,624-41.5% |