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 | $16,060 | $61,774-74.0% | $97,226-83.5% | $80,856-80.1% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.7%-8.7pp | 67.6%-3.6pp |
| Annual return | 22.45% | -557.90%+580.4pp | 75.13%-52.7pp | 35.59%-13.1pp |
| Employer contribution / active EE | $915 | $1,837-50.2% | $2,729-66.5% | $2,755-66.8% |
| Participant deferral / active EE | $4,785 | $3,029+58.0% | $4,264+12.2% | $4,296+11.4% |
| Admin fee / account holder | $566 | $5,166-89.0% | $5,654-90.0% | $6,918-91.8% |