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 | $15,335 | $81,248-81.1% | $155,509-90.1% | $80,856-81.0% |
| Participation rate | 29.5% | 66.2%-36.7pp | 78.2%-48.6pp | 67.6%-38.1pp |
| Annual return | 14.01% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $966 | $3,100-68.8% | $4,672-79.3% | $2,755-64.9% |
| Participant deferral / active EE | $1,487 | $3,452-56.9% | $5,626-73.6% | $4,296-65.4% |
| Admin fee / account holder | $1,897 | $7,997-76.3% | $15,912-88.1% | $6,918-72.6% |