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 | $46,484 | $115,882-59.9% | $100,516-53.8% | $158,922-70.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 15.85% | 34.79%-18.9pp | 30.89%-15.0pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,512 | $4,103-63.1% | $3,418-55.7% | $4,761-68.2% |
| Participant deferral / active EE | $5,040 | $6,674-24.5% | $6,270-19.6% | $5,982-15.7% |
| Admin fee / account holder | $564 | $10,995-94.9% | $8,081-93.0% | $11,246-95.0% |