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 | $28,477 | $102,605-72.2% | $145,661-80.4% | $84,808-66.4% |
| Participation rate | 63.9% | 74.3%-10.4pp | 77.2%-13.3pp | 68.3%-4.4pp |
| Annual return | 26.43% | 26.50%-0.1pp | 101.46%-75.0pp | 40.90%-14.5pp |
| Employer contribution / active EE | $1,687 | $3,325-49.3% | $4,238-60.2% | $2,631-35.9% |
| Participant deferral / active EE | $2,961 | $5,750-48.5% | $7,198-58.9% | $4,212-29.7% |
| Admin fee / account holder | $715 | $8,758-91.8% | $12,466-94.3% | $7,344-90.3% |