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 | $25,257 | $81,248-68.9% | $155,509-83.8% | $80,856-68.8% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 134.45% | 33.31%+101.1pp | 64.67%+69.8pp | 35.59%+98.9pp |
| Employer contribution / active EE | $838 | $3,100-73.0% | $4,672-82.1% | $2,755-69.6% |
| Participant deferral / active EE | $941 | $3,452-72.7% | $5,626-83.3% | $4,296-78.1% |
| Admin fee / account holder | $545 | $7,997-93.2% | $15,912-96.6% | $6,918-92.1% |