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 | $29,137 | $117,983-75.3% | $101,794-71.4% | $142,382-79.5% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 14.16% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,657 | $2,773-40.2% | $2,289-27.6% | $4,299-61.5% |
| Participant deferral / active EE | $3,189 | $4,714-32.4% | $4,084-21.9% | $6,507-51.0% |
| Admin fee / account holder | $10,130 | $10,433-2.9% | $8,777+15.4% | $12,624-19.8% |