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 3-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 | $38,377 | $64,839-40.8% | $95,585-59.9% | $84,808-54.7% |
| Participation rate | 31.3% | 63.8%-32.6pp | 72.1%-40.8pp | 68.3%-37.1pp |
| Annual return | 13.81% | -670.96%+684.8pp | 38.56%-24.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $773 | $1,759-56.0% | $2,527-69.4% | $2,631-70.6% |
| Participant deferral / active EE | $1,152 | $2,965-61.1% | $4,023-71.4% | $4,212-72.6% |
| Admin fee / account holder | $1,118 | $5,964-81.3% | $6,127-81.8% | $7,344-84.8% |