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 | $35,932 | $117,841-69.5% | $102,423-64.9% | $145,922-75.4% |
| Participation rate | 43.8% | 78.6%-34.8pp | 76.5%-32.7pp | 80.3%-36.5pp |
| Annual return | 12.90% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,350 | $3,615-62.6% | $3,023-55.3% | $4,660-71.0% |
| Participant deferral / active EE | $3,744 | $5,731-34.7% | $5,053-25.9% | $6,688-44.0% |
| Admin fee / account holder | $353 | $13,326-97.3% | $9,451-96.3% | $13,397-97.4% |