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 | $20,619 | $64,480-68.0% | $81,382-74.7% | $80,856-74.5% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.6%-67.6pp |
| Annual return | 14.68% | 16.34%-1.7pp | 24.73%-10.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $574 | $1,978-71.0% | $2,463-76.7% | $2,755-79.2% |
| Participant deferral / active EE | $1,393 | $3,094-55.0% | $3,883-64.1% | $4,296-67.6% |
| Admin fee / account holder | $541 | $5,671-90.5% | $5,768-90.6% | $6,918-92.2% |