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 | $18,963 | $80,717-76.5% | $154,803-87.8% | $84,808-77.6% |
| Participation rate | 51.1% | 66.8%-15.7pp | 78.1%-27.0pp | 68.3%-17.2pp |
| Annual return | 19.42% | 37.96%-18.5pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $540 | $2,761-80.4% | $4,305-87.5% | $2,631-79.5% |
| Participant deferral / active EE | $1,254 | $3,303-62.0% | $5,540-77.4% | $4,212-70.2% |
| Admin fee / account holder | $798 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |