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 | $20,587 | $177,572-88.4% | $154,803-86.7% | $142,382-85.5% |
| Participation rate | 64.7% | 82.1%-17.3pp | 78.1%-13.4pp | 80.1%-15.4pp |
| Annual return | 26.07% | 65.07%-39.0pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,789 | $4,810-42.0% | $4,305-35.2% | $4,299-35.1% |
| Participant deferral / active EE | $4,388 | $6,272-30.0% | $5,540-20.8% | $6,507-32.6% |
| Admin fee / account holder | $3,197 | $16,786-81.0% | $14,329-77.7% | $12,624-74.7% |