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 | $4,808 | $24,730-80.6% | $66,042-92.7% | $84,808-94.3% |
| Participation rate | 66.7% | 68.1%-1.4pp | 67.5%-0.8pp | 68.3%-1.6pp |
| Annual return | 18.38% | 79.55%-61.2pp | 52.11%-33.7pp | 40.90%-22.5pp |
| Employer contribution / active EE | $402 | $857-53.1% | $1,579-74.5% | $2,631-84.7% |
| Participant deferral / active EE | $1,303 | $1,737-25.0% | $2,835-54.0% | $4,212-69.1% |
| Admin fee / account holder | $1,233 | $3,014-59.1% | $5,747-78.6% | $7,344-83.2% |