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 | $27,374 | $57,541-52.4% | $95,745-71.4% | $75,163-63.6% |
| Participation rate | 59.4% | 62.5%-3.1pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 19.94% | 34.93%-15.0pp | 28.35%-8.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,443 | $1,808-20.2% | $2,835-49.1% | $2,670-46.0% |
| Participant deferral / active EE | $2,413 | $3,074-21.5% | $4,245-43.1% | $4,125-41.5% |
| Admin fee / account holder | $529 | $4,099-87.1% | $5,678-90.7% | $5,651-90.6% |