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 3-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 | $9,340 | $64,839-85.6% | $95,585-90.2% | $84,808-89.0% |
| Participation rate | 63.0% | 63.8%-0.9pp | 72.1%-9.1pp | 68.3%-5.3pp |
| Annual return | 19.40% | -670.96%+690.4pp | 38.56%-19.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $943 | $1,759-46.4% | $2,527-62.7% | $2,631-64.2% |
| Participant deferral / active EE | $3,209 | $2,965+8.2% | $4,023-20.2% | $4,212-23.8% |
| Admin fee / account holder | $1,073 | $5,964-82.0% | $6,127-82.5% | $7,344-85.4% |