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 | $6,420 | $54,705-88.3% | $71,209-91.0% | $84,808-92.4% |
| Participation rate | 26.6% | 64.1%-37.5pp | 73.8%-47.2pp | 68.3%-41.7pp |
| Annual return | 23.29% | 35.90%-12.6pp | 282.51%-259.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $339 | $2,158-84.3% | $2,721-87.5% | $2,631-87.1% |
| Participant deferral / active EE | $851 | $3,030-71.9% | $4,175-79.6% | $4,212-79.8% |
| Admin fee / account holder | $694 | $4,863-85.7% | $5,349-87.0% | $7,344-90.5% |