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 | $14,621 | $54,705-73.3% | $71,209-79.5% | $84,808-82.8% |
| Participation rate | 19.2% | 64.1%-44.8pp | 73.8%-54.5pp | 68.3%-49.1pp |
| Annual return | 17.55% | 35.90%-18.3pp | 282.51%-265.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $785 | $2,158-63.6% | $2,721-71.2% | $2,631-70.2% |
| Participant deferral / active EE | $821 | $3,030-72.9% | $4,175-80.3% | $4,212-80.5% |
| Admin fee / account holder | $332 | $4,863-93.2% | $5,349-93.8% | $7,344-95.5% |