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 6-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 | $18,647 | $59,805-68.8% | $79,550-76.6% | $68,494-72.8% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | 61.42% | -12.30%+73.7pp | 0.16%+61.3pp | -7.84%+69.3pp |
| Employer contribution / active EE | $1,868 | $1,505+24.1% | $2,413-22.6% | $2,596-28.1% |
| Participant deferral / active EE | $4,361 | $3,024+44.2% | $3,985+9.4% | $4,027+8.3% |
| Admin fee / account holder | $2,829 | $4,835-41.5% | $6,832-58.6% | $5,403-47.6% |