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 | $9,637 | $51,175-81.2% | $70,515-86.3% | $75,163-87.2% |
| Participation rate | 29.8% | 60.9%-31.1pp | 68.3%-38.6pp | 67.2%-37.4pp |
| Annual return | 42.06% | 30.02%+12.0pp | 32.77%+9.3pp | 160.62%-118.6pp |
| Employer contribution / active EE | $1,192 | $1,826-34.7% | $2,973-59.9% | $2,670-55.4% |
| Participant deferral / active EE | $2,089 | $2,849-26.7% | $4,567-54.3% | $4,125-49.4% |
| Admin fee / account holder | $1,072 | $4,091-73.8% | $6,412-83.3% | $5,651-81.0% |