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 8-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 | $24,275 | $124,319-80.5% | $111,297-78.2% | $167,490-85.5% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 9.41% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $785 | $3,435-77.2% | $2,731-71.3% | $4,837-83.8% |
| Participant deferral / active EE | $3,895 | $5,180-24.8% | $4,487-13.2% | $6,341-38.6% |
| Admin fee / account holder | $24,093 | $10,618+126.9% | $7,964+202.5% | $12,309+95.7% |