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 7-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 | $33,927 | $124,281-72.7% | $109,143-68.9% | $167,490-79.7% |
| Participation rate | 43.5% | 79.4%-36.0pp | 75.9%-32.4pp | 82.1%-38.6pp |
| Annual return | 11.37% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,100 | $5,255-60.0% | $4,653-54.9% | $6,341-66.9% |
| Admin fee / account holder | $4,573 | $7,970-42.6% | $6,752-32.3% | $12,309-62.8% |