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 | $33,759 | $81,460-58.6% | $103,333-67.3% | $80,856-58.2% |
| Participation rate | 30.7% | 66.8%-36.2pp | 74.5%-43.8pp | 67.6%-37.0pp |
| Annual return | 18.18% | 25.55%-7.4pp | 24.88%-6.7pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,502 | $3,105-19.4% | $3,868-35.3% | $2,755-9.2% |
| Participant deferral / active EE | $2,449 | $3,869-36.7% | $5,057-51.6% | $4,296-43.0% |
| Admin fee / account holder | $2,619 | $6,566-60.1% | $8,355-68.7% | $6,918-62.1% |