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 | $20,199 | $48,795-58.6% | $65,493-69.2% | $84,808-76.2% |
| Participation rate | 54.1% | 67.0%-12.9pp | 73.1%-19.0pp | 68.3%-14.2pp |
| Annual return | 15.73% | 20.20%-4.5pp | 982.45%-966.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $684 | $1,930-64.5% | $2,574-73.4% | $2,631-74.0% |
| Participant deferral / active EE | $1,200 | $2,928-59.0% | $3,961-69.7% | $4,212-71.5% |
| Admin fee / account holder | $2,077 | $3,877-46.4% | $5,028-58.7% | $7,344-71.7% |