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 | $24,219 | $127,264-81.0% | $109,895-78.0% | $167,490-85.5% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.2%-16.3pp | 82.1%-24.2pp |
| Annual return | 28.38% | 22.97%+5.4pp | 29.45%-1.1pp | 478.56%-450.2pp |
| Employer contribution / active EE | $3,326 | $3,322+0.1% | $2,842+17.0% | $4,837-31.2% |
| Participant deferral / active EE | $6,036 | $4,514+33.7% | $4,048+49.1% | $6,341-4.8% |
| Admin fee / account holder | $1,733 | $7,114-75.6% | $6,066-71.4% | $12,309-85.9% |