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 | $16,864 | $60,892-72.3% | $82,389-79.5% | $84,808-80.1% |
| Participation rate | 32.5% | 63.3%-30.8pp | 69.5%-37.0pp | 68.3%-35.8pp |
| Annual return | 22.45% | 37.29%-14.8pp | 28.67%-6.2pp | 40.90%-18.4pp |
| Employer contribution / active EE | $937 | $1,779-47.3% | $2,517-62.8% | $2,631-64.4% |
| Participant deferral / active EE | $1,875 | $3,179-41.0% | $4,155-54.9% | $4,212-55.5% |
| Admin fee / account holder | $1,759 | $5,467-67.8% | $7,231-75.7% | $7,344-76.1% |