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 7-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 | $19,786 | $99,918-80.2% | $81,382-75.7% | $145,922-86.4% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.3pp | 80.3%-23.1pp |
| Annual return | 13.24% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,607 | $2,978-46.0% | $2,463-34.7% | $4,660-65.5% |
| Participant deferral / active EE | $2,022 | $4,605-56.1% | $3,883-47.9% | $6,688-69.8% |
| Admin fee / account holder | $325 | $8,212-96.0% | $5,768-94.4% | $13,397-97.6% |