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 | $31,365 | $60,022-47.7% | $88,946-64.7% | $84,808-63.0% |
| Participation rate | 28.1% | 57.8%-29.8pp | 68.8%-40.8pp | 68.3%-40.2pp |
| Annual return | 22.92% | 22.43%+0.5pp | 57.82%-34.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $907 | $1,703-46.7% | $2,555-64.5% | $2,631-65.5% |
| Participant deferral / active EE | $1,502 | $3,114-51.8% | $4,581-67.2% | $4,212-64.3% |
| Admin fee / account holder | $2,983 | $4,811-38.0% | $8,261-63.9% | $7,344-59.4% |