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 | $25,124 | $99,877-74.8% | $84,966-70.4% | $145,922-82.8% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 18.63% | 83.76%-65.1pp | 66.38%-47.7pp | 561.29%-542.7pp |
| Employer contribution / active EE | $698 | $3,231-78.4% | $2,727-74.4% | $4,660-85.0% |
| Participant deferral / active EE | $2,712 | $5,291-48.7% | $4,519-40.0% | $6,688-59.5% |
| Admin fee / account holder | $1,521 | $7,248-79.0% | $6,149-75.3% | $13,397-88.6% |