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 | $22,336 | $159,602-86.0% | $150,045-85.1% | $142,382-84.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 33.93% | 70.24%-36.3pp | 62.55%-28.6pp | 217.08%-183.1pp |
| Employer contribution / active EE | $2,350 | $4,961-52.6% | $4,693-49.9% | $4,299-45.3% |
| Participant deferral / active EE | $5,187 | $8,310-37.6% | $7,997-35.1% | $6,507-20.3% |
| Admin fee / account holder | $500 | $14,846-96.6% | $13,435-96.3% | $12,624-96.0% |