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 | $33,629 | $74,927-55.1% | $101,794-67.0% | $84,808-60.3% |
| Participation rate | 53.7% | 61.4%-7.7pp | 69.2%-15.5pp | 68.3%-14.6pp |
| Annual return | 27.82% | 18.70%+9.1pp | 30.53%-2.7pp | 40.90%-13.1pp |
| Employer contribution / active EE | $1,774 | $1,522+16.6% | $2,289-22.5% | $2,631-32.6% |
| Participant deferral / active EE | $3,282 | $3,099+5.9% | $4,084-19.6% | $4,212-22.1% |
| Admin fee / account holder | $860 | $6,514-86.8% | $8,777-90.2% | $7,344-88.3% |