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 9-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 | $36,519 | $55,636-34.4% | $81,983-55.5% | $73,488-50.3% |
| Participation rate | 37.9% | 62.3%-24.4pp | 69.2%-31.3pp | 70.7%-32.7pp |
| Annual return | 17.93% | 19.07%-1.1pp | 41.31%-23.4pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,594 | $1,625-1.9% | $2,498-36.2% | $2,270-29.8% |
| Participant deferral / active EE | $2,657 | $2,762-3.8% | $3,722-28.6% | $3,740-28.9% |
| Admin fee / account holder | $5,024 | $493+919.5% | $5,664-11.3% | $513+879.1% |