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 | $18,915 | $111,754-83.1% | $103,333-81.7% | $145,922-87.0% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 13.03% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,179 | $4,212-72.0% | $3,868-69.5% | $4,660-74.7% |
| Participant deferral / active EE | $3,908 | $5,619-30.4% | $5,057-22.7% | $6,688-41.6% |
| Admin fee / account holder | $314 | $9,750-96.8% | $8,355-96.2% | $13,397-97.7% |