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 | $18,434 | $56,053-67.1% | $75,972-75.7% | $80,856-77.2% |
| Participation rate | 34.6% | 62.0%-27.4pp | 69.1%-34.4pp | 67.6%-33.0pp |
| Annual return | 11.85% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $773 | $1,874-58.7% | $2,685-71.2% | $2,755-71.9% |
| Participant deferral / active EE | $1,514 | $3,052-50.4% | $4,255-64.4% | $4,296-64.8% |
| Admin fee / account holder | $655 | $5,234-87.5% | $6,467-89.9% | $6,918-90.5% |