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 4-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 | $7,653 | $100,773-92.4% | $88,946-91.4% | $142,382-94.6% |
| Participation rate | 68.4% | 74.3%-5.9pp | 68.8%-0.4pp | 80.1%-11.7pp |
| Annual return | 20.63% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,497 | $2,918-48.7% | $2,555-41.4% | $4,299-65.2% |
| Participant deferral / active EE | $1,978 | $5,230-62.2% | $4,581-56.8% | $6,507-69.6% |
| Admin fee / account holder | $368 | $9,693-96.2% | $8,261-95.5% | $12,624-97.1% |