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 5-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 | $31,597 | $94,338-66.5% | $100,534-68.6% | $142,382-77.8% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 17.44% | 29.20%-11.8pp | 32.66%-15.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,879 | $4,237-55.6% | $4,346-56.8% | $4,299-56.3% |
| Participant deferral / active EE | $4,295 | $5,934-27.6% | $6,144-30.1% | $6,507-34.0% |
| Admin fee / account holder | $2,990 | $8,421-64.5% | $7,654-60.9% | $12,624-76.3% |