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 | $20,447 | $81,248-74.8% | $155,509-86.9% | $80,856-74.7% |
| Participation rate | 67.8% | 66.2%+1.6pp | 78.2%-10.4pp | 67.6%+0.2pp |
| Annual return | 20.01% | 33.31%-13.3pp | 64.67%-44.7pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,640 | $3,100-47.1% | $4,672-64.9% | $2,755-40.5% |
| Participant deferral / active EE | $2,974 | $3,452-13.8% | $5,626-47.1% | $4,296-30.8% |
| Admin fee / account holder | $2,143 | $7,997-73.2% | $15,912-86.5% | $6,918-69.0% |