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 | $19,809 | $59,097-66.5% | $82,389-76.0% | $74,304-73.3% |
| Participation rate | 41.4% | 52.8%-11.3pp | 69.5%-28.1pp | 60.3%-18.9pp |
| Annual return | 21.75% | 22.85%-1.1pp | 28.67%-6.9pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,154 | $1,601-27.9% | $2,517-54.2% | $2,241-48.5% |
| Participant deferral / active EE | $2,099 | $2,775-24.4% | $4,155-49.5% | $3,767-44.3% |
| Admin fee / account holder | $4,244 | $4,489-5.5% | $7,231-41.3% | $2,969+42.9% |