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 | $17,194 | $117,983-85.4% | $101,794-83.1% | $142,382-87.9% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 120.38% | 36.92%+83.5pp | 30.53%+89.9pp | 217.08%-96.7pp |
| Employer contribution / active EE | $489 | $2,773-82.4% | $2,289-78.7% | $4,299-88.6% |
| Participant deferral / active EE | $8,347 | $4,714+77.1% | $4,084+104.4% | $6,507+28.3% |
| Admin fee / account holder | $22,546 | $10,433+116.1% | $8,777+156.9% | $12,624+78.6% |