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 | $26,204 | $117,983-77.8% | $101,794-74.3% | $142,382-81.6% |
| Participation rate | 43.5% | 74.2%-30.7pp | 69.2%-25.7pp | 80.1%-36.6pp |
| Annual return | 16.14% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $823 | $2,773-70.3% | $2,289-64.0% | $4,299-80.8% |
| Participant deferral / active EE | $1,731 | $4,714-63.3% | $4,084-57.6% | $6,507-73.4% |
| Admin fee / account holder | $2,803 | $10,433-73.1% | $8,777-68.1% | $12,624-77.8% |