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 | $11,375 | $60,022-81.0% | $88,946-87.2% | $84,808-86.6% |
| Participation rate | 47.5% | 57.8%-10.4pp | 68.8%-21.4pp | 68.3%-20.9pp |
| Annual return | 15.16% | 22.43%-7.3pp | 57.82%-42.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $391 | $1,703-77.0% | $2,555-84.7% | $2,631-85.1% |
| Participant deferral / active EE | $1,076 | $3,114-65.4% | $4,581-76.5% | $4,212-74.4% |
| Admin fee / account holder | $1,166 | $4,811-75.8% | $8,261-85.9% | $7,344-84.1% |