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 | $24,185 | $30,400-20.4% | $53,898-55.1% | $84,808-71.5% |
| Participation rate | 43.5% | 46.4%-3.0pp | 55.0%-11.5pp | 68.3%-24.8pp |
| Annual return | 23.76% | 500.19%-476.4pp | 528.60%-504.8pp | 40.90%-17.1pp |
| Employer contribution / active EE | $705 | $603+17.0% | $932-24.4% | $2,631-73.2% |
| Participant deferral / active EE | $2,753 | $1,199+129.7% | $1,826+50.7% | $4,212-34.6% |
| Admin fee / account holder | $1,763 | $1,993-11.6% | $2,491-29.2% | $7,344-76.0% |