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 | $34,100 | $56,317-39.5% | $71,209-52.1% | $74,304-54.1% |
| Participation rate | 25.8% | 55.1%-29.4pp | 73.8%-48.0pp | 60.3%-34.6pp |
| Annual return | 17.38% | 42.83%-25.5pp | 282.51%-265.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $584 | $2,160-73.0% | $2,721-78.5% | $2,241-73.9% |
| Participant deferral / active EE | $2,292 | $2,788-17.8% | $4,175-45.1% | $3,767-39.2% |
| Admin fee / account holder | $986 | $2,290-56.9% | $5,349-81.6% | $2,969-66.8% |