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 3-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 | $25,015 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 24.60% | 46.41%-21.8pp | 42.33%-17.7pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,251 | $6,841-67.1% | $6,419-64.9% | $4,299-47.6% |
| Participant deferral / active EE | $6,054 | $9,865-38.6% | $9,331-35.1% | $6,507-7.0% |
| Admin fee / account holder | $1,705 | $17,692-90.4% | $16,305-89.5% | $12,624-86.5% |