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 | $24,818 | $61,058-59.4% | $71,209-65.1% | $85,563-71.0% |
| Participation rate | 31.6% | 58.6%-27.0pp | 73.8%-42.2pp | 66.0%-34.4pp |
| Annual return | 25.01% | 100.41%-75.4pp | 282.51%-257.5pp | 31.51%-6.5pp |
| Employer contribution / active EE | $874 | $2,199-60.3% | $2,721-67.9% | $2,654-67.1% |
| Participant deferral / active EE | $1,373 | $3,173-56.7% | $4,175-67.1% | $4,375-68.6% |
| Admin fee / account holder | $3,110 | $855+263.9% | $5,349-41.9% | $834+272.8% |