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 6-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 | $16,170 | $56,317-71.3% | $71,209-77.3% | $74,304-78.2% |
| Participation rate | 45.5% | 55.1%-9.7pp | 73.8%-28.3pp | 60.3%-14.9pp |
| Annual return | 17.96% | 42.83%-24.9pp | 282.51%-264.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,268 | $2,160-41.3% | $2,721-53.4% | $2,241-43.4% |
| Participant deferral / active EE | $1,454 | $2,788-47.8% | $4,175-65.2% | $3,767-61.4% |
| Admin fee / account holder | $1,439 | $2,290-37.2% | $5,349-73.1% | $2,969-51.5% |