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 | $30,558 | $177,572-82.8% | $154,803-80.3% | $142,382-78.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 12.91% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,140 | $4,810-76.3% | $4,305-73.5% | $4,299-73.5% |
| Participant deferral / active EE | $5,030 | $6,272-19.8% | $5,540-9.2% | $6,507-22.7% |
| Admin fee / account holder | $3,098 | $16,786-81.5% | $14,329-78.4% | $12,624-75.5% |