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 6-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 | $8,926 | $54,705-83.7% | $71,209-87.5% | $84,808-89.5% |
| Participation rate | 51.7% | 64.1%-12.3pp | 73.8%-22.0pp | 68.3%-16.6pp |
| Annual return | 19.26% | 35.90%-16.6pp | 282.51%-263.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $436 | $2,158-79.8% | $2,721-84.0% | $2,631-83.4% |
| Participant deferral / active EE | $1,161 | $3,030-61.7% | $4,175-72.2% | $4,212-72.4% |
| Admin fee / account holder | $322 | $4,863-93.4% | $5,349-94.0% | $7,344-95.6% |