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 | $28,358 | $100,773-71.9% | $88,946-68.1% | $142,382-80.1% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.8%-32.5pp | 80.1%-43.8pp |
| Annual return | 21.50% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,174 | $2,918-59.8% | $2,555-54.1% | $4,299-72.7% |
| Participant deferral / active EE | $4,777 | $5,230-8.7% | $4,581+4.3% | $6,507-26.6% |
| Admin fee / account holder | $355 | $9,693-96.3% | $8,261-95.7% | $12,624-97.2% |