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 | $22,723 | $81,460-72.1% | $103,333-78.0% | $80,856-71.9% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.6%-9.0pp |
| Annual return | 15.42% | 25.55%-10.1pp | 24.88%-9.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,495 | $3,105-51.8% | $3,868-61.3% | $2,755-45.7% |
| Participant deferral / active EE | $3,376 | $3,869-12.7% | $5,057-33.3% | $4,296-21.4% |
| Admin fee / account holder | $1,074 | $6,566-83.7% | $8,355-87.1% | $6,918-84.5% |