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 | $11,619 | $49,915-76.7% | $154,803-92.5% | $74,304-84.4% |
| Participation rate | 22.5% | 54.0%-31.5pp | 78.1%-55.6pp | 60.3%-37.9pp |
| Annual return | 76.48% | 34.06%+42.4pp | 58.88%+17.6pp | 29.43%+47.1pp |
| Employer contribution / active EE | $430 | $1,611-73.3% | $4,305-90.0% | $2,241-80.8% |
| Participant deferral / active EE | $782 | $2,255-65.3% | $5,540-85.9% | $3,767-79.2% |
| Admin fee / account holder | $959 | $2,189-56.2% | $14,329-93.3% | $2,969-67.7% |