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 | $28,746 | $106,515-73.0% | $96,683-70.3% | $139,434-79.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 17.31% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,753 | $4,103-57.3% | $3,737-53.1% | $4,751-63.1% |
| Participant deferral / active EE | $2,156 | $5,454-60.5% | $4,878-55.8% | $6,710-67.9% |
| Admin fee / account holder | $371 | $7,877-95.3% | $6,730-94.5% | $11,403-96.7% |