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 | $23,430 | $165,984-85.9% | $164,813-85.8% | $145,922-83.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 11.06% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,377 | $5,273-36.0% | $4,341-22.2% | $4,660-27.5% |
| Participant deferral / active EE | $8,891 | $6,959+27.8% | $6,031+47.4% | $6,688+32.9% |
| Admin fee / account holder | $2,447 | $16,648-85.3% | $12,690-80.7% | $13,397-81.7% |