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 | $15,687 | $60,022-73.9% | $88,946-82.4% | $84,808-81.5% |
| Participation rate | 35.7% | 57.8%-22.1pp | 68.8%-33.1pp | 68.3%-32.6pp |
| Annual return | 15.70% | 22.43%-6.7pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,065 | $1,703-37.4% | $2,555-58.3% | $2,631-59.5% |
| Participant deferral / active EE | $1,411 | $3,114-54.7% | $4,581-69.2% | $4,212-66.5% |
| Admin fee / account holder | $4,517 | $4,811-6.1% | $8,261-45.3% | $7,344-38.5% |