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 | $21,584 | $61,774-65.1% | $97,226-77.8% | $80,856-73.3% |
| Participation rate | 58.0% | 63.5%-5.5pp | 72.7%-14.7pp | 67.6%-9.6pp |
| Annual return | 23.44% | -557.90%+581.3pp | 75.13%-51.7pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,598 | $1,837-13.0% | $2,729-41.4% | $2,755-42.0% |
| Participant deferral / active EE | $2,562 | $3,029-15.4% | $4,264-39.9% | $4,296-40.4% |
| Admin fee / account holder | $4,809 | $5,166-6.9% | $5,654-14.9% | $6,918-30.5% |