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 | $30,978 | $66,098-53.1% | $101,794-69.6% | $74,304-58.3% |
| Participation rate | 26.2% | 53.8%-27.5pp | 69.2%-42.9pp | 60.3%-34.1pp |
| Annual return | 22.93% | 19.59%+3.3pp | 30.53%-7.6pp | 29.43%-6.5pp |
| Employer contribution / active EE | $662 | $1,082-38.8% | $2,289-71.1% | $2,241-70.5% |
| Participant deferral / active EE | $1,134 | $2,781-59.2% | $4,084-72.2% | $3,767-69.9% |
| Admin fee / account holder | $481 | $4,146-88.4% | $8,777-94.5% | $2,969-83.8% |