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 4-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 | $18,008 | $177,572-89.9% | $154,803-88.4% | $142,382-87.4% |
| Participation rate | 65.2% | 82.1%-16.8pp | 78.1%-12.9pp | 80.1%-14.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,311 | $4,810-72.8% | $4,305-69.6% | $4,299-69.5% |
| Participant deferral / active EE | $2,462 | $6,272-60.7% | $5,540-55.6% | $6,507-62.2% |
| Admin fee / account holder | $3,530 | $16,786-79.0% | $14,329-75.4% | $12,624-72.0% |