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 | $23,674 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 22.30% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,318 | $4,103-43.5% | $3,737-38.0% | $4,751-51.2% |
| Participant deferral / active EE | $3,967 | $5,454-27.3% | $4,878-18.7% | $6,710-40.9% |
| Admin fee / account holder | $306 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |