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 6-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 | $17,447 | $95,266-81.7% | $82,389-78.8% | $142,382-87.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 13.84% | 25.74%-11.9pp | 28.67%-14.8pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,471 | $2,991+16.0% | $2,517+37.9% | $4,299-19.3% |
| Participant deferral / active EE | $5,568 | $4,809+15.8% | $4,155+34.0% | $6,507-14.4% |
| Admin fee / account holder | $34,647 | $8,563+304.6% | $7,231+379.2% | $12,624+174.5% |