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 | $62,745 | $87,870-28.6% | $113,168-44.6% | $74,304-15.6% |
| Participation rate | 33.1% | 70.7%-37.6pp | 76.6%-43.5pp | 60.3%-27.2pp |
| Annual return | 15.37% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,413 | $2,277-37.9% | $2,975-52.5% | $2,241-36.9% |
| Participant deferral / active EE | $2,442 | $4,241-42.4% | $5,107-52.2% | $3,767-35.2% |
| Admin fee / account holder | $4,983 | $3,368+48.0% | $12,068-58.7% | $2,969+67.9% |