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 | $33,440 | $56,053-40.3% | $75,972-56.0% | $80,856-58.6% |
| Participation rate | 58.1% | 62.0%-4.0pp | 69.1%-11.0pp | 67.6%-9.6pp |
| Annual return | 11.82% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,365 | $1,874-27.2% | $2,685-49.2% | $2,755-50.5% |
| Participant deferral / active EE | $2,766 | $3,052-9.4% | $4,255-35.0% | $4,296-35.6% |
| Admin fee / account holder | $660 | $5,234-87.4% | $6,467-89.8% | $6,918-90.5% |