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 | $14,642 | $117,983-87.6% | $101,794-85.6% | $142,382-89.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 22.06% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,074 | $2,773-61.3% | $2,289-53.1% | $4,299-75.0% |
| Participant deferral / active EE | $2,206 | $4,714-53.2% | $4,084-46.0% | $6,507-66.1% |
| Admin fee / account holder | $3,016 | $10,433-71.1% | $8,777-65.6% | $12,624-76.1% |