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 | $33,515 | $201,272-83.3% | $184,203-81.8% | $145,922-77.0% |
| Participation rate | 44.4% | 87.5%-43.0pp | 86.8%-42.4pp | 80.3%-35.8pp |
| Annual return | 12.80% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,365 | $7,022-23.6% | $6,427-16.5% | $4,660+15.1% |
| Participant deferral / active EE | $11,218 | $9,806+14.4% | $9,131+22.9% | $6,688+67.7% |
| Admin fee / account holder | $1,213 | $16,364-92.6% | $13,901-91.3% | $13,397-90.9% |