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 8-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 | $38,646 | $71,050-45.6% | $93,606-58.7% | $80,856-52.2% |
| Participation rate | 35.2% | 60.4%-25.2pp | 68.7%-33.6pp | 67.6%-32.5pp |
| Annual return | 12.08% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $670 | $1,564-57.2% | $2,420-72.3% | $2,755-75.7% |
| Participant deferral / active EE | $1,284 | $4,034-68.2% | $4,411-70.9% | $4,296-70.1% |
| Admin fee / account holder | $6,884 | $6,945-0.9% | $8,285-16.9% | $6,918-0.5% |