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 | $23,287 | $176,377-86.8% | $134,143-82.6% | $158,922-85.3% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 27.35% | 63.63%-36.3pp | 36.33%-9.0pp | 302.83%-275.5pp |
| Employer contribution / active EE | $906 | $5,040-82.0% | $3,704-75.5% | $4,761-81.0% |
| Participant deferral / active EE | $4,155 | $4,091+1.5% | $3,499+18.7% | $5,982-30.5% |
| Admin fee / account holder | $317 | $8,718-96.4% | $6,684-95.3% | $11,246-97.2% |