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 | $15,365 | $81,248-81.1% | $155,509-90.1% | $80,856-81.0% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.6%-20.3pp |
| Annual return | 12.17% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,017 | $3,100-67.2% | $4,672-78.2% | $2,755-63.1% |
| Participant deferral / active EE | $2,309 | $3,452-33.1% | $5,626-59.0% | $4,296-46.2% |
| Admin fee / account holder | $894 | $7,997-88.8% | $15,912-94.4% | $6,918-87.1% |