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 8-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 | $23,705 | $157,256-84.9% | $141,162-83.2% | $152,861-84.5% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 33.56% | 64.32%-30.8pp | 71.39%-37.8pp | 345.32%-311.8pp |
| Employer contribution / active EE | $1,348 | $5,261-74.4% | $4,735-71.5% | $4,762-71.7% |
| Participant deferral / active EE | $3,442 | $7,109-51.6% | $6,709-48.7% | $5,850-41.2% |
| Admin fee / account holder | $1,395 | $12,120-88.5% | $10,261-86.4% | $11,596-88.0% |