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 | $24,801 | $110,257-77.5% | $96,544-74.3% | $139,434-82.2% |
| Participation rate | 31.3% | 78.1%-46.8pp | 76.0%-44.7pp | 80.3%-49.1pp |
| Annual return | 9.71% | 26.32%-16.6pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $883 | $3,620-75.6% | $2,965-70.2% | $4,751-81.4% |
| Participant deferral / active EE | $4,150 | $5,548-25.2% | $4,851-14.4% | $6,710-38.1% |
| Admin fee / account holder | $474 | $11,591-95.9% | $8,252-94.3% | $11,403-95.8% |