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 | $13,410 | $49,915-73.1% | $154,803-91.3% | $74,304-82.0% |
| Participation rate | 26.7% | 54.0%-27.3pp | 78.1%-51.4pp | 60.3%-33.7pp |
| Annual return | 38.06% | 34.06%+4.0pp | 58.88%-20.8pp | 29.43%+8.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $649 | $2,255-71.2% | $5,540-88.3% | $3,767-82.8% |
| Admin fee / account holder | $519 | $2,189-76.3% | $14,329-96.4% | $2,969-82.5% |