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 | $21,214 | $48,750-56.5% | $88,946-76.1% | $74,304-71.4% |
| Participation rate | 68.3% | 44.5%+23.8pp | 68.8%-0.5pp | 60.3%+8.0pp |
| Annual return | 26.23% | 25.91%+0.3pp | 57.82%-31.6pp | 29.43%-3.2pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,832 | $2,423+99.4% | $4,581+5.5% | $3,767+28.3% |
| Admin fee / account holder | $499 | $3,756-86.7% | $8,261-94.0% | $2,969-83.2% |