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 | $15,199 | $81,248-81.3% | $155,509-90.2% | $80,856-81.2% |
| Participation rate | 45.0% | 66.2%-21.2pp | 78.2%-33.2pp | 67.6%-22.6pp |
| Annual return | 15.26% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $933 | $3,100-69.9% | $4,672-80.0% | $2,755-66.1% |
| Participant deferral / active EE | $2,169 | $3,452-37.2% | $5,626-61.5% | $4,296-49.5% |
| Admin fee / account holder | $3,226 | $7,997-59.7% | $15,912-79.7% | $6,918-53.4% |