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 6-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 | $22,871 | $78,672-70.9% | $109,143-79.0% | $85,850-73.4% |
| Participation rate | 46.9% | 68.3%-21.4pp | 75.9%-29.0pp | 69.3%-22.4pp |
| Annual return | 20.10% | 25.09%-5.0pp | 25.75%-5.7pp | 318.53%-298.4pp |
| Employer contribution / active EE | $1,776 | $2,735-35.1% | $3,722-52.3% | $2,565-30.8% |
| Participant deferral / active EE | $3,519 | $3,467+1.5% | $4,653-24.4% | $3,952-10.9% |
| Admin fee / account holder | $499 | $5,469-90.9% | $6,752-92.6% | $6,260-92.0% |