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 | $24,584 | $106,515-76.9% | $96,683-74.6% | $139,434-82.4% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 18.92% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,044 | $4,103-74.5% | $3,737-72.0% | $4,751-78.0% |
| Participant deferral / active EE | $3,373 | $5,454-38.2% | $4,878-30.9% | $6,710-49.7% |
| Admin fee / account holder | $2,095 | $7,877-73.4% | $6,730-68.9% | $11,403-81.6% |