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 | $19,884 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 20.94% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,415 | $4,961-51.3% | $4,693-48.5% | $4,299-43.8% |
| Participant deferral / active EE | $4,444 | $8,310-46.5% | $7,997-44.4% | $6,507-31.7% |
| Admin fee / account holder | $985 | $14,846-93.4% | $13,435-92.7% | $12,624-92.2% |