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 8-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 | $20,323 | $115,770-82.4% | $101,248-79.9% | $158,922-87.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 9.98% | 56.14%-46.2pp | 46.47%-36.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,931 | $4,175-53.7% | $3,660-47.2% | $4,761-59.4% |
| Participant deferral / active EE | $3,645 | $4,957-26.5% | $4,370-16.6% | $5,982-39.1% |
| Admin fee / account holder | $2,980 | $7,245-58.9% | $5,945-49.9% | $11,246-73.5% |