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 | $36,718 | $95,266-61.5% | $82,389-55.4% | $142,382-74.2% |
| Participation rate | 35.0% | 74.5%-39.5pp | 69.5%-34.5pp | 80.1%-45.1pp |
| Annual return | 14.75% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,141 | $2,991-61.9% | $2,517-54.7% | $4,299-73.5% |
| Participant deferral / active EE | $1,193 | $4,809-75.2% | $4,155-71.3% | $6,507-81.7% |
| Admin fee / account holder | $12,087 | $8,563+41.1% | $7,231+67.2% | $12,624-4.2% |