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 | $14,200 | $80,717-82.4% | $154,803-90.8% | $84,808-83.3% |
| Participation rate | 54.5% | 66.8%-12.3pp | 78.1%-23.5pp | 68.3%-13.8pp |
| Annual return | 18.12% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $854 | $2,761-69.1% | $4,305-80.2% | $2,631-67.5% |
| Participant deferral / active EE | $1,215 | $3,303-63.2% | $5,540-78.1% | $4,212-71.2% |
| Admin fee / account holder | $382 | $6,746-94.3% | $14,329-97.3% | $7,344-94.8% |