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 9-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 | $18,419 | $172,478-89.3% | $145,661-87.4% | $142,382-87.1% |
| Participation rate | 68.8% | 80.1%-11.3pp | 77.2%-8.5pp | 80.1%-11.4pp |
| Annual return | 16.56% | 151.09%-134.5pp | 101.46%-84.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,854 | $4,899-62.1% | $4,238-56.2% | $4,299-56.9% |
| Participant deferral / active EE | $3,547 | $8,348-57.5% | $7,198-50.7% | $6,507-45.5% |
| Admin fee / account holder | $902 | $16,864-94.7% | $12,466-92.8% | $12,624-92.9% |