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 | $14,933 | $57,016-73.8% | $84,966-82.4% | $80,856-81.5% |
| Participation rate | 42.9% | 56.3%-13.5pp | 67.5%-24.6pp | 67.6%-24.8pp |
| Annual return | 11.92% | 21.66%-9.7pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,828 | $1,798+1.7% | $2,727-33.0% | $2,755-33.6% |
| Participant deferral / active EE | $1,692 | $3,110-45.6% | $4,519-62.6% | $4,296-60.6% |
| Admin fee / account holder | $532 | $4,980-89.3% | $6,149-91.3% | $6,918-92.3% |