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 4-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 | $23,728 | $111,754-78.8% | $103,333-77.0% | $145,922-83.7% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 13.86% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,476 | $4,212-65.0% | $3,868-61.8% | $4,660-68.3% |
| Participant deferral / active EE | $4,540 | $5,619-19.2% | $5,057-10.2% | $6,688-32.1% |
| Admin fee / account holder | $4,339 | $9,750-55.5% | $8,355-48.1% | $13,397-67.6% |