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 5-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 | $21,858 | $100,773-78.3% | $88,946-75.4% | $142,382-84.6% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.8%-11.7pp | 80.1%-23.0pp |
| Annual return | 18.20% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,115 | $2,918-61.8% | $2,555-56.4% | $4,299-74.1% |
| Participant deferral / active EE | $2,071 | $5,230-60.4% | $4,581-54.8% | $6,507-68.2% |
| Admin fee / account holder | $2,911 | $9,693-70.0% | $8,261-64.8% | $12,624-76.9% |