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 6-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 | $32,643 | $50,982-36.0% | $154,803-78.9% | $85,563-61.8% |
| Participation rate | 38.5% | 59.8%-21.3pp | 78.1%-39.6pp | 66.0%-27.5pp |
| Annual return | 20.07% | 30.35%-10.3pp | 58.88%-38.8pp | 31.51%-11.4pp |
| Employer contribution / active EE | $264 | $1,708-84.5% | $4,305-93.9% | $2,654-90.1% |
| Participant deferral / active EE | $2,314 | $2,474-6.5% | $5,540-58.2% | $4,375-47.1% |
| Admin fee / account holder | $1,897 | $846+124.3% | $14,329-86.8% | $834+127.4% |