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 | $32,543 | $74,927-56.6% | $101,794-68.0% | $84,808-61.6% |
| Participation rate | 47.3% | 61.4%-14.1pp | 69.2%-21.9pp | 68.3%-21.0pp |
| Annual return | 13.08% | 18.70%-5.6pp | 30.53%-17.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $728 | $1,522-52.2% | $2,289-68.2% | $2,631-72.3% |
| Participant deferral / active EE | $1,593 | $3,099-48.6% | $4,084-61.0% | $4,212-62.2% |
| Admin fee / account holder | $15,953 | $6,514+144.9% | $8,777+81.8% | $7,344+117.2% |