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 5-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 | $18,173 | $159,602-88.6% | $150,045-87.9% | $142,382-87.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 27.04% | 70.24%-43.2pp | 62.55%-35.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,914 | $4,961-61.4% | $4,693-59.2% | $4,299-55.5% |
| Participant deferral / active EE | $5,699 | $8,310-31.4% | $7,997-28.7% | $6,507-12.4% |
| Admin fee / account holder | $5,622 | $14,846-62.1% | $13,435-58.2% | $12,624-55.5% |