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 | $30,487 | $64,839-53.0% | $95,585-68.1% | $84,808-64.1% |
| Participation rate | 56.7% | 63.8%-7.2pp | 72.1%-15.4pp | 68.3%-11.6pp |
| Annual return | 18.90% | -670.96%+689.9pp | 38.56%-19.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,119 | $1,759-36.4% | $2,527-55.7% | $2,631-57.5% |
| Participant deferral / active EE | $2,267 | $2,965-23.5% | $4,023-43.6% | $4,212-46.2% |
| Admin fee / account holder | $3,166 | $5,964-46.9% | $6,127-48.3% | $7,344-56.9% |