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 8-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 | $7,413 | $60,022-87.6% | $88,946-91.7% | $84,808-91.3% |
| Participation rate | 57.6% | 57.8%-0.3pp | 68.8%-11.3pp | 68.3%-10.7pp |
| Annual return | 17.83% | 22.43%-4.6pp | 57.82%-40.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $310 | $1,703-81.8% | $2,555-87.9% | $2,631-88.2% |
| Participant deferral / active EE | $1,055 | $3,114-66.1% | $4,581-77.0% | $4,212-75.0% |
| Admin fee / account holder | $4,203 | $4,811-12.6% | $8,261-49.1% | $7,344-42.8% |