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 | $19,504 | $106,515-81.7% | $96,683-79.8% | $139,434-86.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 15.96% | 38.43%-22.5pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,874 | $4,103-54.3% | $3,737-49.8% | $4,751-60.6% |
| Participant deferral / active EE | $2,491 | $5,454-54.3% | $4,878-48.9% | $6,710-62.9% |
| Admin fee / account holder | $307 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |