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 | $33,982 | $95,803-64.5% | $113,168-70.0% | $84,808-59.9% |
| Participation rate | 44.8% | 72.9%-28.0pp | 76.6%-31.7pp | 68.3%-23.5pp |
| Annual return | 19.71% | 25.00%-5.3pp | 24.27%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,234 | $2,360-47.7% | $2,975-58.5% | $2,631-53.1% |
| Participant deferral / active EE | $3,357 | $4,242-20.9% | $5,107-34.3% | $4,212-20.3% |
| Admin fee / account holder | $2,382 | $8,989-73.5% | $12,068-80.3% | $7,344-67.6% |