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 6-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 | $36,264 | $71,050-49.0% | $93,606-61.3% | $80,856-55.1% |
| Participation rate | 59.2% | 60.4%-1.3pp | 68.7%-9.6pp | 67.6%-8.5pp |
| Annual return | 11.15% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,866 | $1,564+19.4% | $2,420-22.9% | $2,755-32.2% |
| Participant deferral / active EE | $4,132 | $4,034+2.4% | $4,411-6.3% | $4,296-3.8% |
| Admin fee / account holder | $2,066 | $6,945-70.3% | $8,285-75.1% | $6,918-70.1% |