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 | $18,894 | $48,795-61.3% | $65,493-71.2% | $84,808-77.7% |
| Participation rate | 30.1% | 67.0%-36.9pp | 73.1%-43.0pp | 68.3%-38.2pp |
| Annual return | 19.95% | 20.20%-0.2pp | 982.45%-962.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $743 | $1,930-61.5% | $2,574-71.1% | $2,631-71.8% |
| Participant deferral / active EE | $1,468 | $2,928-49.9% | $3,961-62.9% | $4,212-65.1% |
| Admin fee / account holder | $1,271 | $3,877-67.2% | $5,028-74.7% | $7,344-82.7% |