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 4-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 | $11,238 | $69,207-83.8% | $64,056-82.5% | $139,434-91.9% |
| Participation rate | 64.3% | 75.6%-11.3pp | 72.3%-8.0pp | 80.3%-16.0pp |
| Annual return | 25.19% | 45.88%-20.7pp | 33.69%-8.5pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,198 | $3,182-62.3% | $2,747-56.4% | $4,751-74.8% |
| Participant deferral / active EE | $2,665 | $4,682-43.1% | $3,880-31.3% | $6,710-60.3% |
| Admin fee / account holder | $343 | $4,244-91.9% | $3,068-88.8% | $11,403-97.0% |