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 | $36,548 | $79,633-54.1% | $93,789-61.0% | $68,494-46.6% |
| Participation rate | 42.6% | 75.4%-32.8pp | 81.0%-38.3pp | 67.9%-25.3pp |
| Annual return | 12.61% | -0.10%+12.7pp | -11.33%+23.9pp | -7.84%+20.4pp |
| Employer contribution / active EE | $1,549 | $3,665-57.7% | $4,323-64.2% | $2,596-40.3% |
| Participant deferral / active EE | $3,141 | $5,158-39.1% | $6,094-48.5% | $4,027-22.0% |
| Admin fee / account holder | $1,415 | $6,871-79.4% | $7,195-80.3% | $5,403-73.8% |