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 | $4,868 | $20,316-76.0% | $66,042-92.6% | $74,304-93.4% |
| Participation rate | 67.0% | 62.8%+4.2pp | 67.5%-0.5pp | 60.3%+6.6pp |
| Annual return | 15.26% | 28.10%-12.8pp | 52.11%-36.9pp | 29.43%-14.2pp |
| Employer contribution / active EE | $726 | $745-2.4% | $1,579-54.0% | $2,241-67.6% |
| Participant deferral / active EE | $1,581 | $1,615-2.1% | $2,835-44.2% | $3,767-58.0% |
| Admin fee / account holder | $2,507 | $1,668+50.3% | $5,747-56.4% | $2,969-15.5% |