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 3-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 | $33,908 | $87,013-61.0% | $106,213-68.1% | $80,856-58.1% |
| Participation rate | 61.0% | 70.4%-9.5pp | 75.3%-14.3pp | 67.6%-6.7pp |
| Annual return | 15.39% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,029 | $2,395+26.4% | $3,171-4.5% | $2,755+9.9% |
| Participant deferral / active EE | $4,428 | $3,986+11.1% | $5,016-11.7% | $4,296+3.1% |
| Admin fee / account holder | $1,809 | $8,431-78.5% | $11,033-83.6% | $6,918-73.8% |