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 | $35,491 | $95,803-63.0% | $113,168-68.6% | $84,808-58.2% |
| Participation rate | 64.0% | 72.9%-8.9pp | 76.6%-12.6pp | 68.3%-4.3pp |
| Annual return | 22.81% | 25.00%-2.2pp | 24.27%-1.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,361 | $2,360+0.1% | $2,975-20.6% | $2,631-10.3% |
| Participant deferral / active EE | $3,392 | $4,242-20.0% | $5,107-33.6% | $4,212-19.5% |
| Admin fee / account holder | $495 | $8,989-94.5% | $12,068-95.9% | $7,344-93.3% |