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 | $29,155 | $159,602-81.7% | $150,045-80.6% | $142,382-79.5% |
| Participation rate | 53.3% | 84.0%-30.6pp | 82.3%-29.0pp | 80.1%-26.8pp |
| Annual return | 18.04% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,972 | $4,961-60.3% | $4,693-58.0% | $4,299-54.1% |
| Participant deferral / active EE | $3,832 | $8,310-53.9% | $7,997-52.1% | $6,507-41.1% |
| Admin fee / account holder | $583 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |