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 8-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 | $33,301 | $91,407-63.6% | $135,903-75.5% | $71,457-53.4% |
| Participation rate | 55.6% | 75.7%-20.1pp | 81.9%-26.4pp | 67.9%-12.4pp |
| Annual return | 20.01% | 29.90%-9.9pp | 68.23%-48.2pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,340 | $3,703-36.8% | $4,856-51.8% | $2,588-9.6% |
| Participant deferral / active EE | $4,977 | $7,092-29.8% | $7,758-35.8% | $4,289+16.0% |
| Admin fee / account holder | $2,606 | $1,266+105.9% | $10,762-75.8% | $1,587+64.2% |