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 | $21,674 | $48,795-55.6% | $65,493-66.9% | $84,808-74.4% |
| Participation rate | 41.4% | 67.0%-25.6pp | 73.1%-31.7pp | 68.3%-26.9pp |
| Annual return | 22.85% | 20.20%+2.7pp | 982.45%-959.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $919 | $1,930-52.4% | $2,574-64.3% | $2,631-65.1% |
| Participant deferral / active EE | $1,706 | $2,928-41.8% | $3,961-56.9% | $4,212-59.5% |
| Admin fee / account holder | $1,023 | $3,877-73.6% | $5,028-79.7% | $7,344-86.1% |