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 6-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 | $28,786 | $80,717-64.3% | $154,803-81.4% | $84,808-66.1% |
| Participation rate | 34.0% | 66.8%-32.8pp | 78.1%-44.1pp | 68.3%-34.3pp |
| Annual return | 20.83% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $368 | $2,761-86.7% | $4,305-91.5% | $2,631-86.0% |
| Participant deferral / active EE | $2,270 | $3,303-31.3% | $5,540-59.0% | $4,212-46.1% |
| Admin fee / account holder | $2,245 | $6,746-66.7% | $14,329-84.3% | $7,344-69.4% |