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 | $19,316 | $60,022-67.8% | $88,946-78.3% | $84,808-77.2% |
| Participation rate | 36.8% | 57.8%-21.0pp | 68.8%-32.0pp | 68.3%-31.5pp |
| Annual return | 18.41% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,821 | $3,114-41.5% | $4,581-60.3% | $4,212-56.8% |
| Admin fee / account holder | $2,657 | $4,811-44.8% | $8,261-67.8% | $7,344-63.8% |