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 | $52,922 | $77,503-31.7% | $100,391-47.3% | $80,856-34.5% |
| Participation rate | 65.8% | 76.9%-11.2pp | 81.5%-15.7pp | 67.6%-1.8pp |
| Annual return | 20.36% | 37.20%-16.8pp | 49.20%-28.8pp | 35.59%-15.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,824 | $6,820+29.4% | $8,082+9.2% | $4,296+105.4% |
| Admin fee / account holder | $430 | $5,897-92.7% | $7,899-94.6% | $6,918-93.8% |