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 | $18,642 | $68,719-72.9% | $91,541-79.6% | $84,808-78.0% |
| Participation rate | 62.8% | 64.5%-1.7pp | 69.8%-7.0pp | 68.3%-5.5pp |
| Annual return | 20.54% | 19.12%+1.4pp | 20.50%0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,301 | $1,920-32.2% | $2,505-48.0% | $2,631-50.5% |
| Participant deferral / active EE | $2,235 | $3,136-28.7% | $4,008-44.2% | $4,212-46.9% |
| Admin fee / account holder | $458 | $5,786-92.1% | $6,956-93.4% | $7,344-93.8% |