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 | $34,987 | $80,717-56.7% | $154,803-77.4% | $84,808-58.7% |
| Participation rate | 42.1% | 66.8%-24.7pp | 78.1%-36.0pp | 68.3%-26.2pp |
| Annual return | 20.60% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,982 | $2,761-28.2% | $4,305-54.0% | $2,631-24.7% |
| Participant deferral / active EE | $2,033 | $3,303-38.4% | $5,540-63.3% | $4,212-51.7% |
| Admin fee / account holder | $418 | $6,746-93.8% | $14,329-97.1% | $7,344-94.3% |