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 3-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 | $22,707 | $99,877-77.3% | $84,966-73.3% | $145,922-84.4% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 13.90% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,311 | $3,231-59.4% | $2,727-51.9% | $4,660-71.9% |
| Participant deferral / active EE | $2,900 | $5,291-45.2% | $4,519-35.8% | $6,688-56.6% |
| Admin fee / account holder | $2,297 | $7,248-68.3% | $6,149-62.6% | $13,397-82.9% |