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 | $31,656 | $80,673-60.8% | $101,326-68.8% | $84,808-62.7% |
| Participation rate | 46.4% | 77.8%-31.4pp | 81.5%-35.1pp | 68.3%-21.9pp |
| Annual return | 16.08% | 38.95%-22.9pp | 36.82%-20.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,083 | $6,840-25.7% | $7,994-36.4% | $4,212+20.7% |
| Admin fee / account holder | $1,392 | $12,784-89.1% | $11,185-87.6% | $7,344-81.0% |