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 | $36,599 | $99,918-63.4% | $81,382-55.0% | $145,922-74.9% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 17.11% | 34.32%-17.2pp | 24.73%-7.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $933 | $2,978-68.7% | $2,463-62.1% | $4,660-80.0% |
| Participant deferral / active EE | $8,267 | $4,605+79.5% | $3,883+112.9% | $6,688+23.6% |
| Admin fee / account holder | $9,288 | $8,212+13.1% | $5,768+61.0% | $13,397-30.7% |