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 9-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 | $19,067 | $107,334-82.2% | $92,893-79.5% | $152,861-87.5% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.4%-35.4pp |
| Annual return | 19.31% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $897 | $4,221-78.7% | $3,653-75.4% | $4,762-81.2% |
| Participant deferral / active EE | $1,720 | $4,845-64.5% | $4,236-59.4% | $5,850-70.6% |
| Admin fee / account holder | $1,163 | $7,079-83.6% | $5,794-79.9% | $11,596-90.0% |