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 7-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 | $35,535 | $81,248-56.3% | $155,509-77.1% | $80,856-56.1% |
| Participation rate | 56.1% | 66.2%-10.1pp | 78.2%-22.1pp | 67.6%-11.5pp |
| Annual return | 12.84% | 33.31%-20.5pp | 64.67%-51.8pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,779 | $3,100-42.6% | $4,672-61.9% | $2,755-35.4% |
| Participant deferral / active EE | $3,305 | $3,452-4.2% | $5,626-41.3% | $4,296-23.1% |
| Admin fee / account holder | $693 | $7,997-91.3% | $15,912-95.6% | $6,918-90.0% |