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 | $17,755 | $110,809-84.0% | $86,874-79.6% | $167,490-89.4% |
| Participation rate | 64.7% | 75.8%-11.1pp | 71.6%-6.9pp | 82.1%-17.4pp |
| Annual return | 15.68% | 116.98%-101.3pp | 63.52%-47.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,193 | $3,244-63.2% | $2,495-52.2% | $4,837-75.3% |
| Participant deferral / active EE | $3,442 | $4,546-24.3% | $3,699-6.9% | $6,341-45.7% |
| Admin fee / account holder | $3,042 | $8,415-63.9% | $5,828-47.8% | $12,309-75.3% |