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 8-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 | $34,157 | $81,460-58.1% | $103,333-66.9% | $80,856-57.8% |
| Participation rate | 38.9% | 66.8%-28.0pp | 74.5%-35.6pp | 67.6%-28.7pp |
| Annual return | 13.67% | 25.55%-11.9pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,958 | $3,105-36.9% | $3,868-49.4% | $2,755-28.9% |
| Participant deferral / active EE | $3,198 | $3,869-17.3% | $5,057-36.8% | $4,296-25.6% |
| Admin fee / account holder | $12,419 | $6,566+89.1% | $8,355+48.6% | $6,918+79.5% |