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 | $13,502 | $114,381-88.2% | $107,525-87.4% | $142,382-90.5% |
| Participation rate | 52.2% | 78.1%-26.0pp | 75.1%-22.9pp | 80.1%-27.9pp |
| Annual return | 22.02% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,532 | $4,015-61.8% | $3,754-59.2% | $4,299-64.4% |
| Participant deferral / active EE | $2,143 | $5,564-61.5% | $5,116-58.1% | $6,507-67.1% |
| Admin fee / account holder | $579 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |