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 3-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 | $15,558 | $60,022-74.1% | $88,946-82.5% | $84,808-81.7% |
| Participation rate | 60.0% | 57.8%+2.2pp | 68.8%-8.8pp | 68.3%-8.3pp |
| Annual return | 24.26% | 22.43%+1.8pp | 57.82%-33.6pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,379 | $1,703-19.0% | $2,555-46.0% | $2,631-47.6% |
| Participant deferral / active EE | $2,656 | $3,114-14.7% | $4,581-42.0% | $4,212-36.9% |
| Admin fee / account holder | $635 | $4,811-86.8% | $8,261-92.3% | $7,344-91.4% |