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 3-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 | $27,911 | $107,452-74.0% | $91,541-69.5% | $142,382-80.4% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.8%-11.4pp | 80.1%-21.8pp |
| Annual return | 21.91% | 22.06%-0.1pp | 20.50%+1.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,174 | $2,994-60.8% | $2,505-53.1% | $4,299-72.7% |
| Participant deferral / active EE | $4,573 | $4,754-3.8% | $4,008+14.1% | $6,507-29.7% |
| Admin fee / account holder | $419 | $8,834-95.3% | $6,956-94.0% | $12,624-96.7% |