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 | $33,901 | $106,584-68.2% | $101,326-66.5% | $142,382-76.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 12.67% | 36.93%-24.3pp | 36.82%-24.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,122 | $3,956-71.6% | $3,665-69.4% | $4,299-73.9% |
| Participant deferral / active EE | $5,707 | $8,297-31.2% | $7,994-28.6% | $6,507-12.3% |
| Admin fee / account holder | $418 | $11,446-96.3% | $11,185-96.3% | $12,624-96.7% |