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 | $40,589 | $74,927-45.8% | $101,794-60.1% | $84,808-52.1% |
| Participation rate | 41.1% | 61.4%-20.3pp | 69.2%-28.1pp | 68.3%-27.2pp |
| Annual return | 12.62% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,239 | $1,522-18.6% | $2,289-45.9% | $2,631-52.9% |
| Participant deferral / active EE | $2,770 | $3,099-10.6% | $4,084-32.2% | $4,212-34.2% |
| Admin fee / account holder | $1,332 | $6,514-79.6% | $8,777-84.8% | $7,344-81.9% |