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 | $24,432 | $99,877-75.5% | $84,966-71.2% | $145,922-83.3% |
| Participation rate | 38.1% | 74.1%-36.0pp | 67.5%-29.4pp | 80.3%-42.2pp |
| Annual return | 19.98% | 83.76%-63.8pp | 66.38%-46.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $957 | $3,231-70.4% | $2,727-64.9% | $4,660-79.5% |
| Participant deferral / active EE | $2,530 | $5,291-52.2% | $4,519-44.0% | $6,688-62.2% |
| Admin fee / account holder | $1,662 | $7,248-77.1% | $6,149-73.0% | $13,397-87.6% |