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 | $42,927 | $80,717-46.8% | $154,803-72.3% | $84,808-49.4% |
| Participation rate | 47.4% | 66.8%-19.4pp | 78.1%-30.7pp | 68.3%-20.9pp |
| Annual return | 21.14% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,578 | $2,761-42.8% | $4,305-63.3% | $2,631-40.0% |
| Participant deferral / active EE | $4,663 | $3,303+41.2% | $5,540-15.8% | $4,212+10.7% |
| Admin fee / account holder | $952 | $6,746-85.9% | $14,329-93.4% | $7,344-87.0% |