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 | $30,146 | $74,927-59.8% | $101,794-70.4% | $84,808-64.5% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.2%-33.2pp | 68.3%-32.3pp |
| Annual return | 18.86% | 18.70%+0.2pp | 30.53%-11.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $682 | $1,522-55.2% | $2,289-70.2% | $2,631-74.1% |
| Participant deferral / active EE | $1,902 | $3,099-38.6% | $4,084-53.4% | $4,212-54.8% |
| Admin fee / account holder | $12,958 | $6,514+98.9% | $8,777+47.6% | $7,344+76.4% |