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 | $10,149 | $57,016-82.2% | $84,966-88.1% | $80,856-87.4% |
| Participation rate | 53.6% | 56.3%-2.8pp | 67.5%-13.9pp | 67.6%-14.1pp |
| Annual return | 13.75% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $453 | $1,798-74.8% | $2,727-83.4% | $2,755-83.5% |
| Participant deferral / active EE | $864 | $3,110-72.2% | $4,519-80.9% | $4,296-79.9% |
| Admin fee / account holder | $601 | $4,980-87.9% | $6,149-90.2% | $6,918-91.3% |