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 | $24,948 | $60,892-59.0% | $82,389-69.7% | $84,808-70.6% |
| Participation rate | 57.7% | 63.3%-5.5pp | 69.5%-11.8pp | 68.3%-10.6pp |
| Annual return | 19.77% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,171 | $1,779-34.2% | $2,517-53.5% | $2,631-55.5% |
| Participant deferral / active EE | $2,598 | $3,179-18.3% | $4,155-37.5% | $4,212-38.3% |
| Admin fee / account holder | $979 | $5,467-82.1% | $7,231-86.5% | $7,344-86.7% |