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 | $12,043 | $57,016-78.9% | $84,966-85.8% | $80,856-85.1% |
| Participation rate | 42.6% | 56.3%-13.7pp | 67.5%-24.9pp | 67.6%-25.0pp |
| Annual return | 13.98% | 21.66%-7.7pp | 66.38%-52.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $946 | $1,798-47.4% | $2,727-65.3% | $2,755-65.7% |
| Participant deferral / active EE | $2,010 | $3,110-35.4% | $4,519-55.5% | $4,296-53.2% |
| Admin fee / account holder | $1,268 | $4,980-74.5% | $6,149-79.4% | $6,918-81.7% |