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 6-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 | $16,954 | $124,281-86.4% | $109,143-84.5% | $167,490-89.9% |
| Participation rate | 64.3% | 79.4%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 17.65% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,803 | $4,207-57.2% | $3,722-51.6% | $4,837-62.7% |
| Participant deferral / active EE | $3,950 | $5,255-24.8% | $4,653-15.1% | $6,341-37.7% |
| Admin fee / account holder | $1,298 | $7,970-83.7% | $6,752-80.8% | $12,309-89.5% |