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 | $31,428 | $57,016-44.9% | $84,966-63.0% | $80,856-61.1% |
| Participation rate | 30.4% | 56.3%-25.9pp | 67.5%-37.1pp | 67.6%-37.2pp |
| Annual return | 15.03% | 21.66%-6.6pp | 66.38%-51.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,141 | $1,798-36.5% | $2,727-58.2% | $2,755-58.6% |
| Participant deferral / active EE | $2,872 | $3,110-7.6% | $4,519-36.5% | $4,296-33.2% |
| Admin fee / account holder | $1,209 | $4,980-75.7% | $6,149-80.3% | $6,918-82.5% |