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 | $27,957 | $177,572-84.3% | $154,803-81.9% | $142,382-80.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 12.49% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,683 | $4,810-44.2% | $4,305-37.7% | $4,299-37.6% |
| Participant deferral / active EE | $3,175 | $6,272-49.4% | $5,540-42.7% | $6,507-51.2% |
| Admin fee / account holder | $1,938 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |