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 | $23,997 | $117,983-79.7% | $101,794-76.4% | $142,382-83.1% |
| Participation rate | 38.9% | 74.2%-35.3pp | 69.2%-30.3pp | 80.1%-41.2pp |
| Annual return | 154.91% | 36.92%+118.0pp | 30.53%+124.4pp | 217.08%-62.2pp |
| Employer contribution / active EE | $1,055 | $2,773-62.0% | $2,289-53.9% | $4,299-75.5% |
| Participant deferral / active EE | $1,293 | $4,714-72.6% | $4,084-68.3% | $6,507-80.1% |
| Admin fee / account holder | $2,334 | $10,433-77.6% | $8,777-73.4% | $12,624-81.5% |