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 9-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 | $25,209 | $115,882-78.2% | $100,516-74.9% | $158,922-84.1% |
| Participation rate | 43.8% | 81.6%-37.8pp | 79.4%-35.7pp | 82.0%-38.2pp |
| Annual return | 21.91% | 34.79%-12.9pp | 30.89%-9.0pp | 302.83%-280.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,941 | $6,674-55.9% | $6,270-53.1% | $5,982-50.8% |
| Admin fee / account holder | $5,895 | $10,995-46.4% | $8,081-27.0% | $11,246-47.6% |