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 | $31,810 | $89,753-64.6% | $107,525-70.4% | $84,808-62.5% |
| Participation rate | 37.8% | 68.1%-30.3pp | 75.1%-37.3pp | 68.3%-30.5pp |
| Annual return | 20.81% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,171 | $3,113-62.4% | $3,754-68.8% | $2,631-55.5% |
| Participant deferral / active EE | $3,405 | $4,056-16.0% | $5,116-33.4% | $4,212-19.1% |
| Admin fee / account holder | $727 | $7,222-89.9% | $8,919-91.9% | $7,344-90.1% |