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 | $24,138 | $117,841-79.5% | $102,423-76.4% | $145,922-83.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.60% | 31.65%-16.0pp | 29.32%-13.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,383 | $3,615-61.7% | $3,023-54.2% | $4,660-70.3% |
| Participant deferral / active EE | $2,314 | $5,731-59.6% | $5,053-54.2% | $6,688-65.4% |
| Admin fee / account holder | $1,913 | $13,326-85.6% | $9,451-79.8% | $13,397-85.7% |