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 8-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 | $24,438 | $124,281-80.3% | $109,143-77.6% | $167,490-85.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 15.69% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,058 | $4,207-51.1% | $3,722-44.7% | $4,837-57.5% |
| Participant deferral / active EE | $3,636 | $5,255-30.8% | $4,653-21.9% | $6,341-42.7% |
| Admin fee / account holder | $1,374 | $7,970-82.8% | $6,752-79.7% | $12,309-88.8% |