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 | $30,103 | $64,839-53.6% | $95,585-68.5% | $84,808-64.5% |
| Participation rate | 63.9% | 63.8%+0.1pp | 72.1%-8.2pp | 68.3%-4.4pp |
| Annual return | 20.04% | -670.96%+691.0pp | 38.56%-18.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,130 | $1,759+21.1% | $2,527-15.7% | $2,631-19.1% |
| Participant deferral / active EE | $2,967 | $2,965+0.1% | $4,023-26.3% | $4,212-29.6% |
| Admin fee / account holder | $703 | $5,964-88.2% | $6,127-88.5% | $7,344-90.4% |