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 3-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 | $16,755 | $54,705-69.4% | $71,209-76.5% | $84,808-80.2% |
| Participation rate | 63.9% | 64.1%-0.2pp | 73.8%-9.9pp | 68.3%-4.4pp |
| Annual return | 18.78% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,259 | $2,158-41.6% | $2,721-53.7% | $2,631-52.1% |
| Participant deferral / active EE | $2,473 | $3,030-18.4% | $4,175-40.8% | $4,212-41.3% |
| Admin fee / account holder | $405 | $4,863-91.7% | $5,349-92.4% | $7,344-94.5% |