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 | $31,620 | $158,398-80.0% | $126,539-75.0% | $142,382-77.8% |
| Participation rate | 63.6% | 75.8%-12.2pp | 69.8%-6.2pp | 80.1%-16.5pp |
| Annual return | 14.90% | 593.76%-578.9pp | 425.95%-411.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $567 | $4,650-87.8% | $3,674-84.6% | $4,299-86.8% |
| Participant deferral / active EE | $3,588 | $4,767-24.7% | $4,083-12.1% | $6,507-44.9% |
| Admin fee / account holder | $5,785 | $6,918-16.4% | $6,065-4.6% | $12,624-54.2% |