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 | $26,041 | $172,478-84.9% | $145,661-82.1% | $142,382-81.7% |
| Participation rate | 55.6% | 80.1%-24.5pp | 77.2%-21.7pp | 80.1%-24.6pp |
| Annual return | 19.67% | 151.09%-131.4pp | 101.46%-81.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,582 | $4,899-67.7% | $4,238-62.7% | $4,299-63.2% |
| Participant deferral / active EE | $2,708 | $8,348-67.6% | $7,198-62.4% | $6,507-58.4% |
| Admin fee / account holder | $848 | $16,864-95.0% | $12,466-93.2% | $12,624-93.3% |