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 | $29,822 | $163,101-81.7% | $136,749-78.2% | $142,382-79.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 20.54% | 27.54%-7.0pp | 24.33%-3.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $770 | $4,117-81.3% | $3,400-77.4% | $4,299-82.1% |
| Participant deferral / active EE | $4,888 | $5,585-12.5% | $4,692+4.2% | $6,507-24.9% |
| Admin fee / account holder | $822 | $14,318-94.3% | $11,386-92.8% | $12,624-93.5% |