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 9-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 | $22,469 | $116,175-80.7% | $93,606-76.0% | $152,861-85.3% |
| Participation rate | 36.8% | 78.0%-41.2pp | 75.8%-39.0pp | 82.4%-45.6pp |
| Annual return | 30.59% | 35.96%-5.4pp | 32.76%-2.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,066 | $3,218-66.9% | $2,718-60.8% | $4,762-77.6% |
| Participant deferral / active EE | $1,845 | $4,603-59.9% | $4,069-54.6% | $5,850-68.5% |
| Admin fee / account holder | $1,143 | $10,748-89.4% | $7,888-85.5% | $11,596-90.1% |