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 | $13,106 | $107,452-87.8% | $91,541-85.7% | $142,382-90.8% |
| Participation rate | 64.7% | 75.1%-10.4pp | 69.8%-5.1pp | 80.1%-15.4pp |
| Annual return | 19.52% | 22.06%-2.5pp | 20.50%-1.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $629 | $2,994-79.0% | $2,505-74.9% | $4,299-85.4% |
| Participant deferral / active EE | $2,816 | $4,754-40.8% | $4,008-29.7% | $6,507-56.7% |
| Admin fee / account holder | $1,230 | $8,834-86.1% | $6,956-82.3% | $12,624-90.3% |