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 | $19,503 | $117,841-83.4% | $102,423-81.0% | $145,922-86.6% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 12.23% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,551 | $3,615-29.4% | $3,023-15.6% | $4,660-45.2% |
| Participant deferral / active EE | $3,135 | $5,731-45.3% | $5,053-38.0% | $6,688-53.1% |
| Admin fee / account holder | $490 | $13,326-96.3% | $9,451-94.8% | $13,397-96.3% |