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 | $15,134 | $114,381-86.8% | $107,525-85.9% | $142,382-89.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 23.80% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,750 | $4,015-56.4% | $3,754-53.4% | $4,299-59.3% |
| Participant deferral / active EE | $4,385 | $5,564-21.2% | $5,116-14.3% | $6,507-32.6% |
| Admin fee / account holder | $483 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |