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 | $20,174 | $48,795-58.7% | $65,493-69.2% | $84,808-76.2% |
| Participation rate | 40.4% | 67.0%-26.5pp | 73.1%-32.6pp | 68.3%-27.9pp |
| Annual return | 20.12% | 20.20%-0.1pp | 982.45%-962.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $714 | $1,930-63.0% | $2,574-72.3% | $2,631-72.9% |
| Participant deferral / active EE | $2,754 | $2,928-6.0% | $3,961-30.5% | $4,212-34.6% |
| Admin fee / account holder | $2,826 | $3,877-27.1% | $5,028-43.8% | $7,344-61.5% |