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 | $7,177 | $80,717-91.1% | $154,803-95.4% | $84,808-91.5% |
| Participation rate | 65.4% | 66.8%-1.4pp | 78.1%-12.7pp | 68.3%-2.9pp |
| Annual return | 16.62% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $807 | $2,761-70.8% | $4,305-81.3% | $2,631-69.3% |
| Participant deferral / active EE | $929 | $3,303-71.9% | $5,540-83.2% | $4,212-77.9% |
| Admin fee / account holder | $713 | $6,746-89.4% | $14,329-95.0% | $7,344-90.3% |