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 | $13,725 | $80,717-83.0% | $154,803-91.1% | $84,808-83.8% |
| Participation rate | 41.7% | 66.8%-25.1pp | 78.1%-36.4pp | 68.3%-26.6pp |
| Annual return | 17.11% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,947 | $3,303-41.1% | $5,540-64.9% | $4,212-53.8% |
| Admin fee / account holder | $665 | $6,746-90.1% | $14,329-95.4% | $7,344-90.9% |