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 | $14,258 | $80,717-82.3% | $154,803-90.8% | $84,808-83.2% |
| Participation rate | 48.7% | 66.8%-18.1pp | 78.1%-29.4pp | 68.3%-19.6pp |
| Annual return | 22.10% | 37.96%-15.9pp | 58.88%-36.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,196 | $2,761-56.7% | $4,305-72.2% | $2,631-54.5% |
| Participant deferral / active EE | $2,226 | $3,303-32.6% | $5,540-59.8% | $4,212-47.1% |
| Admin fee / account holder | $699 | $6,746-89.6% | $14,329-95.1% | $7,344-90.5% |