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 | $19,591 | $190,805-89.7% | $159,960-87.8% | $134,475-85.4% |
| Participation rate | 56.3% | 81.9%-25.7pp | 78.0%-21.7pp | 81.2%-25.0pp |
| Annual return | -5.80% | 552.23%-558.0pp | 408.60%-414.4pp | 417.96%-423.8pp |
| Employer contribution / active EE | $1,673 | $4,995-66.5% | $4,226-60.4% | $4,740-64.7% |
| Participant deferral / active EE | $4,096 | $6,923-40.8% | $6,182-33.7% | $6,400-36.0% |
| Admin fee / account holder | $1,860 | $10,471-82.2% | $8,698-78.6% | $11,426-83.7% |