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 3-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 | $16,811 | $159,602-89.5% | $150,045-88.8% | $142,382-88.2% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.3%-23.2pp | 80.1%-21.0pp |
| Annual return | 33.26% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $1,722 | $4,961-65.3% | $4,693-63.3% | $4,299-59.9% |
| Participant deferral / active EE | $3,286 | $8,310-60.5% | $7,997-58.9% | $6,507-49.5% |
| Admin fee / account holder | $801 | $14,846-94.6% | $13,435-94.0% | $12,624-93.7% |