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 | $21,221 | $74,927-71.7% | $101,794-79.2% | $84,808-75.0% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.2%-20.9pp | 68.3%-20.0pp |
| Annual return | 15.68% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $464 | $1,522-69.5% | $2,289-79.7% | $2,631-82.4% |
| Participant deferral / active EE | $1,584 | $3,099-48.9% | $4,084-61.2% | $4,212-62.4% |
| Admin fee / account holder | $4,261 | $6,514-34.6% | $8,777-51.4% | $7,344-42.0% |