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 | $27,780 | $95,266-70.8% | $82,389-66.3% | $142,382-80.5% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.5%-5.9pp | 80.1%-16.5pp |
| Annual return | 16.55% | 25.74%-9.2pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,699 | $2,991-43.2% | $2,517-32.5% | $4,299-60.5% |
| Participant deferral / active EE | $3,293 | $4,809-31.5% | $4,155-20.7% | $6,507-49.4% |
| Admin fee / account holder | $1,446 | $8,563-83.1% | $7,231-80.0% | $12,624-88.5% |