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 | $17,263 | $117,983-85.4% | $101,794-83.0% | $142,382-87.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 16.43% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,383 | $2,773-50.1% | $2,289-39.6% | $4,299-67.8% |
| Participant deferral / active EE | $1,473 | $4,714-68.7% | $4,084-63.9% | $6,507-77.4% |
| Admin fee / account holder | $3,970 | $10,433-61.9% | $8,777-54.8% | $12,624-68.6% |