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 | $33,962 | $95,803-64.6% | $113,168-70.0% | $84,808-60.0% |
| Participation rate | 60.9% | 72.9%-11.9pp | 76.6%-15.6pp | 68.3%-7.4pp |
| Annual return | 20.33% | 25.00%-4.7pp | 24.27%-3.9pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,617 | $2,360-31.5% | $2,975-45.6% | $2,631-38.5% |
| Participant deferral / active EE | $3,115 | $4,242-26.6% | $5,107-39.0% | $4,212-26.0% |
| Admin fee / account holder | $5,388 | $8,989-40.1% | $12,068-55.4% | $7,344-26.6% |