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 | $17,068 | $99,918-82.9% | $81,382-79.0% | $145,922-88.3% |
| Participation rate | 31.3% | 74.2%-42.9pp | 69.5%-38.2pp | 80.3%-49.0pp |
| Annual return | 19.91% | 34.32%-14.4pp | 24.73%-4.8pp | 561.29%-541.4pp |
| Employer contribution / active EE | $935 | $2,978-68.6% | $2,463-62.0% | $4,660-79.9% |
| Participant deferral / active EE | $2,257 | $4,605-51.0% | $3,883-41.9% | $6,688-66.3% |
| Admin fee / account holder | $1,910 | $8,212-76.7% | $5,768-66.9% | $13,397-85.7% |