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 | $28,767 | $202,432-85.8% | $169,368-83.0% | $139,434-79.4% |
| Participation rate | 21.4% | 81.1%-59.6pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 29.40% | 531.74%-502.3pp | 405.60%-376.2pp | 372.94%-343.5pp |
| Employer contribution / active EE | $808 | $4,692-82.8% | $4,013-79.9% | $4,751-83.0% |
| Participant deferral / active EE | $3,228 | $6,938-53.5% | $6,221-48.1% | $6,710-51.9% |
| Admin fee / account holder | $729 | $10,708-93.2% | $9,003-91.9% | $11,403-93.6% |