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 | $21,823 | $104,974-79.2% | $95,585-77.2% | $142,382-84.7% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 17.52% | 210.33%-192.8pp | 38.56%-21.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,435 | $2,779-48.4% | $2,527-43.2% | $4,299-66.6% |
| Participant deferral / active EE | $7,827 | $4,352+79.9% | $4,023+94.6% | $6,507+20.3% |
| Admin fee / account holder | $450 | $6,386-92.9% | $6,127-92.7% | $12,624-96.4% |