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 | $20,567 | $54,705-62.4% | $71,209-71.1% | $84,808-75.7% |
| Participation rate | 50.7% | 64.1%-13.3pp | 73.8%-23.0pp | 68.3%-17.6pp |
| Annual return | 16.72% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $787 | $2,158-63.5% | $2,721-71.1% | $2,631-70.1% |
| Participant deferral / active EE | $1,789 | $3,030-41.0% | $4,175-57.1% | $4,212-57.5% |
| Admin fee / account holder | $1,779 | $4,863-63.4% | $5,349-66.7% | $7,344-75.8% |