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 6-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 | $37,414 | $86,944-57.0% | $107,525-65.2% | $74,304-49.6% |
| Participation rate | 29.0% | 59.6%-30.6pp | 75.1%-46.1pp | 60.3%-31.4pp |
| Annual return | 22.21% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $1,246 | $2,757-54.8% | $3,754-66.8% | $2,241-44.4% |
| Participant deferral / active EE | $1,910 | $3,554-46.3% | $5,116-62.7% | $3,767-49.3% |
| Admin fee / account holder | $1,913 | $3,727-48.7% | $8,919-78.5% | $2,969-35.6% |