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 | $23,640 | $110,257-78.6% | $96,544-75.5% | $139,434-83.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.98% | 26.32%-4.3pp | 25.84%-3.9pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,680 | $3,620-53.6% | $2,965-43.3% | $4,751-64.6% |
| Participant deferral / active EE | $3,008 | $5,548-45.8% | $4,851-38.0% | $6,710-55.2% |
| Admin fee / account holder | $2,649 | $11,591-77.1% | $8,252-67.9% | $11,403-76.8% |