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 | $23,166 | $80,717-71.3% | $154,803-85.0% | $84,808-72.7% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 14.20% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $486 | $2,761-82.4% | $4,305-88.7% | $2,631-81.5% |
| Participant deferral / active EE | $1,631 | $3,303-50.6% | $5,540-70.6% | $4,212-61.3% |
| Admin fee / account holder | $3,692 | $6,746-45.3% | $14,329-74.2% | $7,344-49.7% |