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 6-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 | $25,444 | $65,409-61.1% | $98,442-74.2% | $85,850-70.4% |
| Participation rate | 58.0% | 65.0%-7.0pp | 73.3%-15.3pp | 69.3%-11.3pp |
| Annual return | 14.18% | 21.76%-7.6pp | 1492.73%-1478.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,336 | $2,168+7.8% | $2,960-21.1% | $2,565-8.9% |
| Participant deferral / active EE | $3,649 | $3,166+15.2% | $4,276-14.7% | $3,952-7.7% |
| Admin fee / account holder | $992 | $4,593-78.4% | $5,949-83.3% | $6,260-84.2% |