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 | $13,181 | $53,516-75.4% | $126,539-89.6% | $84,808-84.5% |
| Participation rate | 56.8% | 58.2%-1.5pp | 69.8%-13.1pp | 68.3%-11.6pp |
| Annual return | 21.68% | 58.34%-36.7pp | 425.95%-404.3pp | 40.90%-19.2pp |
| Employer contribution / active EE | $1,272 | $1,535-17.1% | $3,674-65.4% | $2,631-51.7% |
| Participant deferral / active EE | $2,664 | $2,671-0.3% | $4,083-34.8% | $4,212-36.7% |
| Admin fee / account holder | $554 | $4,497-87.7% | $6,065-90.9% | $7,344-92.5% |