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 | $18,024 | $60,892-70.4% | $82,389-78.1% | $84,808-78.7% |
| Participation rate | 26.9% | 63.3%-36.3pp | 69.5%-42.6pp | 68.3%-41.4pp |
| Annual return | 20.22% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $920 | $1,779-48.3% | $2,517-63.5% | $2,631-65.0% |
| Participant deferral / active EE | $2,241 | $3,179-29.5% | $4,155-46.1% | $4,212-46.8% |
| Admin fee / account holder | $2,185 | $5,467-60.0% | $7,231-69.8% | $7,344-70.2% |