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 | $7,558 | $56,053-86.5% | $75,972-90.1% | $80,856-90.7% |
| Participation rate | 39.5% | 62.0%-22.6pp | 69.1%-29.6pp | 67.6%-28.2pp |
| Annual return | 14.86% | 20.53%-5.7pp | 359.55%-344.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $950 | $1,874-49.3% | $2,685-64.6% | $2,755-65.5% |
| Participant deferral / active EE | $1,291 | $3,052-57.7% | $4,255-69.7% | $4,296-70.0% |
| Admin fee / account holder | $548 | $5,234-89.5% | $6,467-91.5% | $6,918-92.1% |