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 | $33,205 | $76,670-56.7% | $96,683-65.7% | $71,457-53.5% |
| Participation rate | 49.1% | 66.6%-17.4pp | 74.3%-25.2pp | 67.9%-18.8pp |
| Annual return | 27.42% | 48.29%-20.9pp | 35.69%-8.3pp | 28.85%-1.4pp |
| Employer contribution / active EE | $1,966 | $3,031-35.1% | $3,737-47.4% | $2,588-24.0% |
| Participant deferral / active EE | $3,562 | $3,771-5.5% | $4,878-27.0% | $4,289-16.9% |
| Admin fee / account holder | $5,621 | $2,028+177.1% | $6,730-16.5% | $1,587+254.1% |