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 | $27,548 | $118,849-76.8% | $96,562-71.5% | $167,490-83.6% |
| Participation rate | 61.1% | 75.5%-14.4pp | 69.8%-8.7pp | 82.1%-21.0pp |
| Annual return | 20.74% | 50.49%-29.7pp | 37.78%-17.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,521 | $3,120-51.2% | $2,356-35.5% | $4,837-68.6% |
| Participant deferral / active EE | $1,732 | $4,616-62.5% | $3,849-55.0% | $6,341-72.7% |
| Admin fee / account holder | $3,713 | $8,065-54.0% | $6,181-39.9% | $12,309-69.8% |