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 | $27,715 | $109,881-74.8% | $150,045-81.5% | $84,808-67.3% |
| Participation rate | 46.7% | 76.1%-29.4pp | 82.3%-35.7pp | 68.3%-21.6pp |
| Annual return | 21.33% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,014 | $3,561-71.5% | $4,693-78.4% | $2,631-61.5% |
| Participant deferral / active EE | $4,121 | $6,636-37.9% | $7,997-48.5% | $4,212-2.2% |
| Admin fee / account holder | $336 | $8,568-96.1% | $13,435-97.5% | $7,344-95.4% |