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 | $8,316 | $80,717-89.7% | $154,803-94.6% | $84,808-90.2% |
| Participation rate | 43.2% | 66.8%-23.6pp | 78.1%-34.9pp | 68.3%-25.1pp |
| Annual return | 18.14% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $515 | $2,761-81.3% | $4,305-88.0% | $2,631-80.4% |
| Participant deferral / active EE | $2,844 | $3,303-13.9% | $5,540-48.7% | $4,212-32.5% |
| Admin fee / account holder | $2,572 | $6,746-61.9% | $14,329-82.0% | $7,344-65.0% |