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 | $15,618 | $80,717-80.7% | $154,803-89.9% | $84,808-81.6% |
| Participation rate | 42.9% | 66.8%-24.0pp | 78.1%-35.2pp | 68.3%-25.5pp |
| Annual return | 20.06% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $513 | $2,761-81.4% | $4,305-88.1% | $2,631-80.5% |
| Participant deferral / active EE | $1,725 | $3,303-47.8% | $5,540-68.9% | $4,212-59.0% |
| Admin fee / account holder | $374 | $6,746-94.5% | $14,329-97.4% | $7,344-94.9% |