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 | $20,785 | $100,773-79.4% | $88,946-76.6% | $142,382-85.4% |
| Participation rate | 63.2% | 74.3%-11.1pp | 68.8%-5.7pp | 80.1%-17.0pp |
| Annual return | 27.62% | 70.18%-42.6pp | 57.82%-30.2pp | 217.08%-189.5pp |
| Employer contribution / active EE | $339 | $2,918-88.4% | $2,555-86.7% | $4,299-92.1% |
| Participant deferral / active EE | $2,277 | $5,230-56.5% | $4,581-50.3% | $6,507-65.0% |
| Admin fee / account holder | $2,597 | $9,693-73.2% | $8,261-68.6% | $12,624-79.4% |